RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
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
551
$14.4K 0.01%
553
-495
552
$14.4K 0.01%
+38
553
$14.4K 0.01%
280
554
$14.4K 0.01%
+156
555
$14.4K 0.01%
+116
556
$14.3K 0.01%
852
557
$14.3K 0.01%
123
558
$14.3K 0.01%
360
559
$14.3K 0.01%
144
560
$14.3K 0.01%
320
561
$14.3K 0.01%
+206
562
$14.2K 0.01%
82
563
$14.2K 0.01%
+153
564
$14.2K 0.01%
130
565
$14.2K 0.01%
239
566
$14.2K 0.01%
+892
567
$14.2K 0.01%
+278
568
$14.2K 0.01%
+394
569
$14.2K 0.01%
315
570
$14.2K 0.01%
820
571
$14.2K 0.01%
+524
572
$14.1K 0.01%
288
573
$14.1K 0.01%
185
574
$14.1K 0.01%
254
575
$14.1K 0.01%
167