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
101
$160K 0.15%
3,201
102
$157K 0.14%
1,781
103
$145K 0.13%
424
104
$143K 0.13%
198
105
$143K 0.13%
852
106
$142K 0.13%
825
107
$140K 0.13%
1,266
108
$140K 0.13%
1,196
109
$140K 0.13%
489
-551
110
$140K 0.13%
313
111
$138K 0.13%
1,266
112
$136K 0.13%
1,655
113
$135K 0.12%
1,680
+104
114
$132K 0.12%
4,501
115
$130K 0.12%
1,867
116
$127K 0.12%
1,370
+524
117
$127K 0.12%
525
118
$127K 0.12%
496
119
$126K 0.12%
995
+89
120
$125K 0.11%
301
121
$125K 0.11%
1,422
+841
122
$122K 0.11%
845
123
$118K 0.11%
2,655
124
$118K 0.11%
1,522
-81
125
$117K 0.11%
10,612
3 4
5
6 7