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
601
$13K 0.01%
310
602
$13K 0.01%
758
603
$13K 0.01%
203
604
$12.9K 0.01%
131
605
$12.9K 0.01%
59
606
$12.9K 0.01%
347
607
$12.9K 0.01%
39
608
$12.9K 0.01%
658
609
$12.8K 0.01%
128
610
$12.8K 0.01%
+518
611
$12.8K 0.01%
+2,357
612
$12.7K 0.01%
158
613
$12.7K 0.01%
339
614
$12.7K 0.01%
234
615
$12.7K 0.01%
351
616
$12.6K 0.01%
442
617
$12.6K 0.01%
940
618
$12.6K 0.01%
130
619
$12.5K 0.01%
+347
620
$12.5K 0.01%
206
621
$12.4K 0.01%
150
622
$12.4K 0.01%
+444
623
$12.3K 0.01%
134
624
$12.3K 0.01%
485
625
$12.3K 0.01%
169