RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1 +$215K
2 +$128K
3 +$110K
4
ACN icon
Accenture
ACN
+$100K
5
KO icon
Coca-Cola
KO
+$56.8K

Top Sells

1 +$686K
2 +$417K
3 +$400K
4
NEE icon
NextEra Energy
NEE
+$302K
5
JPM icon
JPMorgan Chase
JPM
+$286K

Sector Composition

1 Technology 22.12%
2 Healthcare 13.31%
3 Financials 9.9%
4 Consumer Discretionary 7.09%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$16.5K 0.02%
87
452
$16.5K 0.02%
313
+119
453
$16.5K 0.01%
310
454
$16.5K 0.01%
294
455
$16.4K 0.01%
647
+129
456
$16.4K 0.01%
188
457
$16.4K 0.01%
85
458
$16.4K 0.01%
406
459
$16.3K 0.01%
506
460
$16.3K 0.01%
173
461
$16.3K 0.01%
483
462
$16.3K 0.01%
+440
463
$16.3K 0.01%
341
464
$16.2K 0.01%
641
465
$16.2K 0.01%
103
466
$16.2K 0.01%
+648
467
$16.2K 0.01%
2,076
468
$16.2K 0.01%
+2,602
469
$16.2K 0.01%
+392
470
$16.2K 0.01%
593
471
$16.1K 0.01%
117
472
$16.1K 0.01%
88
473
$16.1K 0.01%
479
474
$16.1K 0.01%
414
475
$16.1K 0.01%
448