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
551
$13.7K 0.01%
60
552
$13.7K 0.01%
400
553
$13.7K 0.01%
141
554
$13.7K 0.01%
338
555
$13.7K 0.01%
42
556
$13.7K 0.01%
400
557
$13.7K 0.01%
1,187
558
$13.6K 0.01%
291
559
$13.6K 0.01%
222
560
$13.6K 0.01%
44
561
$13.6K 0.01%
340
562
$13.6K 0.01%
74
563
$13.6K 0.01%
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564
$13.6K 0.01%
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565
$13.6K 0.01%
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566
$13.6K 0.01%
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567
$13.5K 0.01%
269
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$13.5K 0.01%
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569
$13.5K 0.01%
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$13.5K 0.01%
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$13.4K 0.01%
246
572
$13.4K 0.01%
356
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$13.4K 0.01%
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574
$13.4K 0.01%
558
575
$13.4K 0.01%
78