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
526
$15.2K 0.01%
212
527
$15.2K 0.01%
2,274
528
$15.2K 0.01%
75
529
$15.2K 0.01%
883
530
$15.2K 0.01%
101
531
$15.1K 0.01%
375
-51
532
$15.1K 0.01%
239
533
$15.1K 0.01%
74
534
$15K 0.01%
85
535
$15K 0.01%
+1,377
536
$15K 0.01%
189
537
$15K 0.01%
136
538
$14.9K 0.01%
137
539
$14.9K 0.01%
423
540
$14.9K 0.01%
312
+22
541
$14.9K 0.01%
+1,586
542
$14.9K 0.01%
919
543
$14.8K 0.01%
302
544
$14.8K 0.01%
89
545
$14.8K 0.01%
553
546
$14.8K 0.01%
1,125
547
$14.8K 0.01%
148
548
$14.8K 0.01%
39
549
$14.7K 0.01%
162
550
$14.7K 0.01%
2,012