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
576
$13.3K 0.01%
19
577
$13.3K 0.01%
143
578
$13.3K 0.01%
176
579
$13.3K 0.01%
225
580
$13.3K 0.01%
820
581
$13.2K 0.01%
322
582
$13.2K 0.01%
4,833
583
$13.2K 0.01%
99
584
$13.2K 0.01%
247
585
$13.2K 0.01%
212
586
$13.2K 0.01%
379
587
$13.2K 0.01%
161
588
$13.1K 0.01%
567
589
$13.1K 0.01%
215
590
$13.1K 0.01%
776
591
$13.1K 0.01%
541
592
$13.1K 0.01%
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593
$13.1K 0.01%
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594
$13.1K 0.01%
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595
$13.1K 0.01%
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596
$13.1K 0.01%
483
597
$13.1K 0.01%
+49
598
$13.1K 0.01%
114
599
$13.1K 0.01%
47
600
$13K 0.01%
1,182