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
476
$16.1K 0.01%
154
477
$16K 0.01%
+314
478
$16K 0.01%
148
479
$16K 0.01%
87
480
$16K 0.01%
+723
481
$15.9K 0.01%
+238
482
$15.9K 0.01%
340
483
$15.9K 0.01%
95
484
$15.9K 0.01%
209
485
$15.8K 0.01%
189
486
$15.8K 0.01%
100
487
$15.7K 0.01%
883
+284
488
$15.7K 0.01%
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489
$15.7K 0.01%
412
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490
$15.6K 0.01%
45
491
$15.6K 0.01%
63
492
$15.6K 0.01%
+1,130
493
$15.6K 0.01%
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494
$15.6K 0.01%
308
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495
$15.5K 0.01%
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496
$15.5K 0.01%
112
497
$15.5K 0.01%
108
498
$15.5K 0.01%
269
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$15.4K 0.01%
89
500
$15.4K 0.01%
245