RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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 +$102K
2 +$79K
3 +$78.5K
4
ORCL icon
Oracle
ORCL
+$46K
5
MBC icon
MasterBrand
MBC
+$41K

Top Sells

1 +$211K
2 +$210K
3 +$200K
4
NEE icon
NextEra Energy
NEE
+$194K
5
AMP icon
Ameriprise Financial
AMP
+$189K

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%
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$14.6K 0.01%
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$14.6K 0.01%
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$14.6K 0.01%
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$14.6K 0.01%
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494
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495
$14.5K 0.01%
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$14.5K 0.01%
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87
498
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$14.4K 0.01%
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$14.4K 0.01%
506