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
$109M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1 +$121K
2 +$95.2K
3 +$73.8K
4
ORCL icon
Oracle
ORCL
+$48.7K
5
MBC icon
MasterBrand
MBC
+$37.4K

Top Sells

1 +$213K
2 +$210K
3 +$202K
4
NEE icon
NextEra Energy
NEE
+$195K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$191K

Sector Composition

1 Technology 20.88%
2 Healthcare 13.63%
3 Financials 9.69%
4 Consumer Discretionary 6.91%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$14.9K 0.01%
64
477
$14.9K 0.01%
256
478
$14.8K 0.01%
254
479
$14.8K 0.01%
101
480
$14.8K 0.01%
315
481
$14.8K 0.01%
107
482
$14.8K 0.01%
112
483
$14.8K 0.01%
320
484
$14.8K 0.01%
181
485
$14.7K 0.01%
68
486
$14.7K 0.01%
89
487
$14.7K 0.01%
276
488
$14.7K 0.01%
243
489
$14.6K 0.01%
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490
$14.6K 0.01%
289
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$14.6K 0.01%
130
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$14.6K 0.01%
294
493
$14.6K 0.01%
417
494
$14.5K 0.01%
+185
495
$14.5K 0.01%
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496
$14.5K 0.01%
263
497
$14.4K 0.01%
87
498
$14.4K 0.01%
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499
$14.4K 0.01%
348
500
$14.4K 0.01%
506