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
676
$8.45K 0.01%
187
677
$8.22K 0.01%
384
678
$8.03K 0.01%
166
+155
679
$8.01K 0.01%
251
680
$7.95K 0.01%
161
681
$7.9K 0.01%
345
-1,807
682
$7.15K 0.01%
960
683
$7.09K 0.01%
252
-86
684
$6.74K 0.01%
27
685
$6.55K 0.01%
135
686
$6.36K 0.01%
73
687
$5.21K ﹤0.01%
536
688
$4.72K ﹤0.01%
+249
689
$4.3K ﹤0.01%
+107
690
$3.87K ﹤0.01%
65
691
$3.55K ﹤0.01%
+90
692
$3.36K ﹤0.01%
+82
693
$3.32K ﹤0.01%
+74
694
$3.14K ﹤0.01%
819
695
$3.08K ﹤0.01%
8
696
$2.72K ﹤0.01%
44
697
$2.24K ﹤0.01%
160
698
$1.64K ﹤0.01%
40
699
$1.5K ﹤0.01%
108
700
$1.37K ﹤0.01%
23
26 27
28
29 30