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
626
$12.3K 0.01%
411
627
$12.2K 0.01%
58
+5
628
$12.2K 0.01%
472
629
$12.2K 0.01%
1,300
630
$12.2K 0.01%
965
631
$12.2K 0.01%
340
632
$12.2K 0.01%
164
633
$12.1K 0.01%
983
634
$12.1K 0.01%
625
635
$12.1K 0.01%
185
636
$11.9K 0.01%
1,125
637
$11.9K 0.01%
373
638
$11.9K 0.01%
483
639
$11.9K 0.01%
446
640
$11.8K 0.01%
1,056
641
$11.8K 0.01%
185
642
$11.8K 0.01%
+957
643
$11.8K 0.01%
299
644
$11.8K 0.01%
551
645
$11.6K 0.01%
88
646
$11.6K 0.01%
122
647
$11.6K 0.01%
656
648
$11.6K 0.01%
966
649
$11.6K 0.01%
57
650
$11.5K 0.01%
397