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
51
$380K 0.34%
3,763
-117
52
$368K 0.33%
3,427
53
$363K 0.33%
7,960
54
$359K 0.33%
1,940
55
$335K 0.3%
4,651
56
$326K 0.3%
3,289
57
$302K 0.27%
1,921
58
$302K 0.27%
694
-15
59
$302K 0.27%
655
60
$301K 0.27%
851
+46
61
$293K 0.27%
943
-24
62
$292K 0.27%
4,573
-794
63
$289K 0.26%
1,093
-450
64
$281K 0.25%
2,941
65
$278K 0.25%
2,541
-139
66
$278K 0.25%
706
67
$272K 0.25%
3,802
68
$268K 0.24%
4,338
69
$257K 0.23%
1,165
70
$256K 0.23%
3,324
71
$253K 0.23%
517
72
$251K 0.23%
2,562
73
$244K 0.22%
5,874
74
$233K 0.21%
4,470
75
$232K 0.21%
2,034
1 2
3
4 5