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
576
$14.1K 0.01%
+28
577
$14K 0.01%
290
-41
578
$14K 0.01%
1,187
579
$14K 0.01%
+207
580
$13.9K 0.01%
448
+101
581
$13.9K 0.01%
1,508
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582
$13.9K 0.01%
315
583
$13.9K 0.01%
148
584
$13.9K 0.01%
112
585
$13.8K 0.01%
322
586
$13.8K 0.01%
+672
587
$13.8K 0.01%
105
588
$13.8K 0.01%
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590
$13.7K 0.01%
67
591
$13.7K 0.01%
406
592
$13.7K 0.01%
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593
$13.7K 0.01%
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$13.7K 0.01%
348
595
$13.6K 0.01%
44
596
$13.5K 0.01%
160
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$13.5K 0.01%
200
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$13.5K 0.01%
180
599
$13.5K 0.01%
316
600
$13.5K 0.01%
336