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
76
$231K 0.21%
4,416
-54
77
$220K 0.2%
1,844
-1,837
78
$216K 0.2%
3,773
-444
79
$215K 0.19%
+42,651
80
$215K 0.19%
1,170
81
$212K 0.19%
1,125
82
$210K 0.19%
13,157
83
$207K 0.19%
1,886
84
$207K 0.19%
2,786
-4,065
85
$207K 0.19%
5,553
-2,627
86
$206K 0.19%
831
87
$202K 0.18%
6,125
+386
88
$202K 0.18%
1,508
-614
89
$200K 0.18%
384
90
$200K 0.18%
524
-460
91
$197K 0.18%
612
92
$197K 0.18%
3,701
-444
93
$186K 0.17%
453
94
$182K 0.16%
620
95
$176K 0.16%
858
-27
96
$173K 0.16%
3,201
97
$170K 0.15%
496
98
$163K 0.15%
1,370
99
$163K 0.15%
825
100
$159K 0.14%
424
2 3
4
5 6