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
501
$15.8K 0.01%
865
502
$15.8K 0.01%
131
503
$15.8K 0.01%
53
504
$15.8K 0.01%
+977
505
$15.8K 0.01%
78
506
$15.7K 0.01%
940
507
$15.7K 0.01%
+224
508
$15.7K 0.01%
426
509
$15.6K 0.01%
200
510
$15.6K 0.01%
1,222
511
$15.5K 0.01%
87
512
$15.5K 0.01%
105
513
$15.5K 0.01%
448
514
$15.4K 0.01%
417
515
$15.4K 0.01%
165
516
$15.4K 0.01%
506
517
$15.4K 0.01%
+3,132
518
$15.4K 0.01%
433
519
$15.3K 0.01%
479
520
$15.3K 0.01%
262
521
$15.3K 0.01%
570
522
$15.3K 0.01%
593
523
$15.2K 0.01%
360
524
$15.2K 0.01%
150
525
$15.2K 0.01%
+718