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
151
$90.7K 0.08%
1,732
-1,979
152
$89.7K 0.08%
402
-349
153
$87.4K 0.08%
786
154
$86.6K 0.08%
979
155
$86.4K 0.08%
1,546
+284
156
$84K 0.08%
587
157
$83.4K 0.08%
397
158
$83.2K 0.08%
181
159
$82.3K 0.08%
860
160
$77.3K 0.07%
344
-267
161
$76K 0.07%
226
162
$75.4K 0.07%
1,168
163
$74.4K 0.07%
133
164
$74.2K 0.07%
450
165
$71.6K 0.07%
471
166
$70.2K 0.06%
489
167
$69.2K 0.06%
745
168
$68.6K 0.06%
1,870
169
$68.5K 0.06%
1,173
170
$68.4K 0.06%
650
171
$67.5K 0.06%
264
172
$66.7K 0.06%
340
173
$66.6K 0.06%
718
174
$65.9K 0.06%
1,907
175
$63.5K 0.06%
266
5 6
7
8 9