RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
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
26
$880K 0.8%
7,352
-1,552
27
$863K 0.78%
1,779
28
$789K 0.72%
1,142
+2
29
$783K 0.71%
3,706
-71
30
$781K 0.71%
3,882
31
$733K 0.66%
8,450
32
$705K 0.64%
2,819
-70
33
$655K 0.59%
17,848
-2,658
34
$653K 0.59%
3,528
-814
35
$652K 0.59%
9,431
+292
36
$628K 0.57%
3,388
37
$618K 0.56%
1,811
38
$582K 0.53%
13,760
+3,020
39
$582K 0.53%
3,833
-1,819
40
$555K 0.5%
1,861
-743
41
$522K 0.47%
969
+32
42
$518K 0.47%
1
43
$482K 0.44%
4,655
+1,059
44
$461K 0.42%
11,662
-2,342
45
$448K 0.41%
1,886
-85
46
$426K 0.39%
3,806
+17
47
$425K 0.39%
1,623
+164
48
$398K 0.36%
1,884
+87
49
$392K 0.36%
6,261
50
$388K 0.35%
1,577
1
2
3 4 5