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
601
$13.4K 0.01%
201
602
$13.4K 0.01%
+302
603
$13.4K 0.01%
776
604
$13.4K 0.01%
225
605
$13.4K 0.01%
411
606
$13.4K 0.01%
166
607
$13.4K 0.01%
3,377
+2,417
608
$13.4K 0.01%
47
609
$13.4K 0.01%
164
610
$13.3K 0.01%
960
611
$13.3K 0.01%
457
612
$13.3K 0.01%
400
613
$13.3K 0.01%
222
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614
$13.2K 0.01%
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615
$13.2K 0.01%
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$13.2K 0.01%
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$13.2K 0.01%
+322
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$13.2K 0.01%
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$13.2K 0.01%
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620
$13.1K 0.01%
39
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$13.1K 0.01%
89
622
$13.1K 0.01%
45
623
$13.1K 0.01%
423
624
$13.1K 0.01%
416
625
$13K 0.01%
222