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
651
$11.5K 0.01%
496
652
$11.4K 0.01%
1,025
653
$11.4K 0.01%
108
654
$11.2K 0.01%
2,128
655
$11.2K 0.01%
1,207
656
$11.1K 0.01%
599
657
$11K 0.01%
+51
658
$10.9K 0.01%
151
659
$10.9K 0.01%
143
660
$10.8K 0.01%
214
661
$10.8K 0.01%
+83
662
$10.8K 0.01%
+1,012
663
$10.8K 0.01%
194
664
$10.7K 0.01%
+207
665
$10.6K 0.01%
433
666
$10.5K 0.01%
+343
667
$10.4K 0.01%
+443
668
$10.3K 0.01%
1,739
669
$9.94K 0.01%
72
670
$9.68K 0.01%
+2,728
671
$9.66K 0.01%
541
672
$9.37K 0.01%
2
673
$9.18K 0.01%
+145
674
$8.82K 0.01%
+147
675
$8.67K 0.01%
468