RTC
Riverview Trust Company Portfolio holdings
AUM
$82.8M
1-Year Est. Return
15.31%
1 Year Est. Return
+15.31%
AUM
$80.3M
AUM Growth
-$21M
(-21%)
Holding
603
Top Buys
| 1 | +$18.8M | |
| 2 | +$121K | |
| 3 | +$99K | |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$98K |
| 5 |
SPDR Gold Trust
GLD
|
+$61K |
Top Sells
| 1 | +$4.05M | |
| 2 | +$2.77M | |
| 3 | +$2.43M | |
| 4 |
Amazon
AMZN
|
+$1.58M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.52M |
Sector Composition
| 1 | Technology | 11.05% |
| 2 | Financials | 6.61% |
| 3 | Industrials | 4.32% |
| 4 | Healthcare | 3.36% |
| 5 | Consumer Staples | 3.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Freeport-McMoran
FCX
$84.3B
| – | – |
-2,527
|
|
||
602
Factset
FDS
$10.7B
| – | – |
-54
|
|
||
603
FirstEnergy
FE
$27.3B
| – | – |
-339
|
|