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
501
$14.4K 0.01%
144
502
$14.4K 0.01%
241
503
$14.4K 0.01%
254
504
$14.4K 0.01%
+55
505
$14.3K 0.01%
273
506
$14.3K 0.01%
148
507
$14.3K 0.01%
194
-40
508
$14.3K 0.01%
106
509
$14.3K 0.01%
167
-1,131
510
$14.3K 0.01%
105
511
$14.2K 0.01%
+2,497
512
$14.2K 0.01%
101
513
$14.2K 0.01%
404
514
$14.2K 0.01%
204
515
$14.2K 0.01%
105
516
$14.2K 0.01%
+325
517
$14.2K 0.01%
+233
518
$14.2K 0.01%
506
519
$14.2K 0.01%
136
520
$14.2K 0.01%
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521
$14.1K 0.01%
288
522
$14.1K 0.01%
200
523
$14.1K 0.01%
+960
524
$14.1K 0.01%
288
525
$14.1K 0.01%
869