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
651
$12K 0.01%
263
652
$11.8K 0.01%
625
653
$11.7K 0.01%
44
654
$11.7K 0.01%
53
-5
655
$11.6K 0.01%
176
656
$11.3K 0.01%
101
-113
657
$11.1K 0.01%
403
-649
658
$10.2K 0.01%
72
659
$8.64K 0.01%
187
660
$7.98K 0.01%
161
661
$7.79K 0.01%
384
662
$7.64K 0.01%
27
663
$6.61K 0.01%
135
664
$6.6K 0.01%
73
665
$5.44K ﹤0.01%
252
666
$4.6K ﹤0.01%
241
-104
667
$4.39K ﹤0.01%
54
-166
668
$3.83K ﹤0.01%
65
669
$3.54K ﹤0.01%
8
670
$3.37K ﹤0.01%
819
671
$2.8K ﹤0.01%
44
672
$1.53K ﹤0.01%
40
673
$1.27K ﹤0.01%
23
674
$1.24K ﹤0.01%
108
675
$570 ﹤0.01%
23