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
$113M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1 +$747K
2 +$717K
3 +$555K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K

Top Sells

1 +$583K
2 +$215K
3 +$121K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.7K
5
KO icon
Coca-Cola
KO
+$57.8K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.83%
3 Financials 9.71%
4 Consumer Discretionary 6.83%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$16.4K 0.01%
1,625
-1
477
$16.4K 0.01%
140
478
$16.3K 0.01%
590
479
$16.3K 0.01%
64
480
$16.3K 0.01%
269
481
$16.3K 0.01%
341
482
$16.3K 0.01%
2,531
483
$16.3K 0.01%
394
484
$16.3K 0.01%
105
485
$16.2K 0.01%
1,508
486
$16.2K 0.01%
154
487
$16.2K 0.01%
11
488
$16.1K 0.01%
238
489
$16.1K 0.01%
308
490
$16.1K 0.01%
1,818
491
$16.1K 0.01%
340
492
$16.1K 0.01%
49
493
$16K 0.01%
+1,375
494
$16K 0.01%
584
495
$16K 0.01%
328
496
$15.9K 0.01%
+233
497
$15.9K 0.01%
723
498
$15.9K 0.01%
158
499
$15.9K 0.01%
98
500
$15.9K 0.01%
+198