RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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 +$102K
2 +$79K
3 +$78.5K
4
ORCL icon
Oracle
ORCL
+$46K
5
MBC icon
MasterBrand
MBC
+$41K

Top Sells

1 +$211K
2 +$210K
3 +$200K
4
NEE icon
NextEra Energy
NEE
+$194K
5
AMP icon
Ameriprise Financial
AMP
+$189K

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
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$12.5K 0.01%
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620
$12.5K 0.01%
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$12.4K 0.01%
150
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$12.4K 0.01%
+444
623
$12.3K 0.01%
134
624
$12.3K 0.01%
485
625
$12.3K 0.01%
169