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
601
$13.3K 0.01%
180
602
$13.3K 0.01%
130
603
$13.3K 0.01%
166
604
$13.2K 0.01%
820
605
$13.2K 0.01%
158
606
$13.2K 0.01%
3,328
607
$13.1K 0.01%
276
608
$13.1K 0.01%
3,081
609
$13K 0.01%
123
610
$13K 0.01%
66
611
$12.9K 0.01%
567
612
$12.9K 0.01%
234
613
$12.9K 0.01%
101
614
$12.9K 0.01%
2,201
615
$12.9K 0.01%
+1,353
616
$12.8K 0.01%
148
617
$12.8K 0.01%
201
618
$12.8K 0.01%
315
619
$12.8K 0.01%
336
620
$12.7K 0.01%
254
621
$12.7K 0.01%
776
622
$12.7K 0.01%
960
623
$12.7K 0.01%
339
624
$12.6K 0.01%
400
625
$12.5K 0.01%
252