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
626
$13K 0.01%
127
627
$13K 0.01%
446
628
$13K 0.01%
106
629
$13K 0.01%
254
630
$13K 0.01%
325
631
$13K 0.01%
247
632
$12.9K 0.01%
+1,792
633
$12.9K 0.01%
161
634
$12.9K 0.01%
59
635
$12.9K 0.01%
107
636
$12.8K 0.01%
+90
637
$12.8K 0.01%
264
638
$12.8K 0.01%
356
639
$12.8K 0.01%
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640
$12.7K 0.01%
+90
641
$12.7K 0.01%
+67
642
$12.7K 0.01%
130
643
$12.6K 0.01%
185
644
$12.6K 0.01%
241
645
$12.6K 0.01%
215
646
$12.5K 0.01%
+390
647
$12.3K 0.01%
288
648
$12.3K 0.01%
340
649
$12.3K 0.01%
246
650
$12.2K 0.01%
567