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
501
$15.4K 0.01%
239
502
$15.4K 0.01%
136
503
$15.4K 0.01%
+163
504
$15.4K 0.01%
1,222
+265
505
$15.3K 0.01%
+203
506
$15.3K 0.01%
373
507
$15.3K 0.01%
243
508
$15.3K 0.01%
+1,818
509
$15.3K 0.01%
131
510
$15.3K 0.01%
273
511
$15.2K 0.01%
4,833
512
$15.2K 0.01%
11
513
$15.2K 0.01%
579
+133
514
$15.2K 0.01%
268
-820
515
$15.1K 0.01%
221
516
$15.1K 0.01%
+856
517
$15.1K 0.01%
3,328
+1,200
518
$15.1K 0.01%
649
519
$15.1K 0.01%
64
520
$15K 0.01%
186
+17
521
$15K 0.01%
66
-734
522
$15K 0.01%
72
-394
523
$14.9K 0.01%
101
524
$14.9K 0.01%
+129
525
$14.8K 0.01%
940
19 20
21
22 23