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
151
$88.1K 0.08%
226
152
$87.5K 0.08%
1,045
-736
153
$83.7K 0.08%
149
154
$83.5K 0.08%
1,935
155
$81.5K 0.07%
1,168
156
$80.9K 0.07%
413
+73
157
$79.9K 0.07%
786
158
$79.4K 0.07%
2,329
+454
159
$78.4K 0.07%
450
160
$77.7K 0.07%
860
161
$77.7K 0.07%
587
162
$74.8K 0.07%
1,173
163
$74.1K 0.07%
264
164
$73.5K 0.07%
281
165
$72.1K 0.07%
1,870
166
$70.7K 0.06%
724
+517
167
$70.2K 0.06%
489
168
$69.5K 0.06%
471
169
$68.3K 0.06%
194
170
$68.1K 0.06%
2,372
+291
171
$67.2K 0.06%
792
172
$66.4K 0.06%
718
173
$65.8K 0.06%
737
-194
174
$65.5K 0.06%
290
175
$65.3K 0.06%
1,530
-2,772
5 6
7
8 9