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
576
$14.1K 0.01%
63
577
$14K 0.01%
185
578
$14K 0.01%
278
579
$14K 0.01%
280
580
$14K 0.01%
112
581
$14K 0.01%
524
582
$14K 0.01%
+2,309
583
$13.9K 0.01%
103
584
$13.9K 0.01%
129
585
$13.9K 0.01%
+2,145
586
$13.9K 0.01%
+925
587
$13.9K 0.01%
67
588
$13.8K 0.01%
225
589
$13.8K 0.01%
123
590
$13.8K 0.01%
179
591
$13.7K 0.01%
186
592
$13.7K 0.01%
239
593
$13.6K 0.01%
38
594
$13.6K 0.01%
105
595
$13.5K 0.01%
1,767
596
$13.4K 0.01%
181
597
$13.4K 0.01%
180
598
$13.4K 0.01%
130
599
$13.4K 0.01%
82
600
$13.4K 0.01%
423