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
526
$14.8K 0.01%
251
527
$14.8K 0.01%
506
528
$14.8K 0.01%
158
529
$14.8K 0.01%
757
530
$14.8K 0.01%
105
531
$14.8K 0.01%
49
532
$14.7K 0.01%
164
533
$14.7K 0.01%
42
534
$14.7K 0.01%
144
535
$14.7K 0.01%
101
536
$14.7K 0.01%
129
-164
537
$14.7K 0.01%
204
538
$14.7K 0.01%
181
539
$14.7K 0.01%
252
540
$14.7K 0.01%
88
541
$14.6K 0.01%
558
542
$14.6K 0.01%
74
543
$14.6K 0.01%
+300
544
$14.6K 0.01%
180
545
$14.5K 0.01%
276
546
$14.5K 0.01%
339
547
$14.5K 0.01%
+2,201
548
$14.5K 0.01%
+115
549
$14.5K 0.01%
+1,767
550
$14.4K 0.01%
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