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
$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
626
$12.5K 0.01%
294
627
$12.5K 0.01%
62
-10
628
$12.4K 0.01%
852
629
$12.3K 0.01%
500
630
$12.3K 0.01%
457
631
$12.3K 0.01%
272
632
$12.2K 0.01%
320
633
$12.2K 0.01%
11
634
$12.1K 0.01%
416
635
$12.1K 0.01%
47
636
$12.1K 0.01%
44
637
$12K 0.01%
264
638
$12K 0.01%
144
639
$12K 0.01%
247
640
$12K 0.01%
246
641
$11.9K 0.01%
127
642
$11.9K 0.01%
241
643
$11.9K 0.01%
356
644
$11.8K 0.01%
222
645
$11.6K 0.01%
100
646
$11.6K 0.01%
339
647
$11.5K 0.01%
322
648
$11.4K 0.01%
+2,778
649
$11.1K 0.01%
1,018
650
$11K 0.01%
53