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
126
$117K 0.11%
525
127
$116K 0.11%
10,612
128
$115K 0.1%
2,520
129
$114K 0.1%
1,889
130
$113K 0.1%
1,522
131
$111K 0.1%
971
132
$110K 0.1%
1,006
-260
133
$107K 0.1%
1,119
+529
134
$106K 0.1%
1,757
+944
135
$104K 0.09%
1,522
136
$103K 0.09%
2,422
137
$102K 0.09%
792
138
$101K 0.09%
2,527
139
$101K 0.09%
187
140
$101K 0.09%
1,377
141
$100K 0.09%
1,242
-100
142
$100K 0.09%
+324
143
$98.1K 0.09%
979
144
$96.7K 0.09%
323
145
$94.9K 0.09%
551
146
$93.4K 0.08%
439
+37
147
$93.1K 0.08%
397
148
$92.3K 0.08%
890
149
$92K 0.08%
1,058
150
$91.3K 0.08%
344
4 5
6
7 8