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
$113M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1 +$747K
2 +$717K
3 +$555K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K

Top Sells

1 +$583K
2 +$215K
3 +$121K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.7K
5
KO icon
Coca-Cola
KO
+$57.8K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.83%
3 Financials 9.71%
4 Consumer Discretionary 6.83%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$102K 0.09%
10,612
152
$102K 0.09%
1,400
153
$102K 0.09%
1,242
154
$102K 0.09%
2,422
155
$101K 0.09%
2,993
+2,582
156
$99.8K 0.09%
971
157
$99.5K 0.09%
324
158
$97.9K 0.09%
691
+409
159
$96.5K 0.09%
439
160
$96.2K 0.09%
2,520
161
$95.9K 0.09%
551
162
$94.2K 0.08%
2,527
163
$93K 0.08%
397
164
$92.2K 0.08%
1,377
165
$91.5K 0.08%
323
166
$91.5K 0.08%
1,037
+832
167
$89.7K 0.08%
979
168
$89.6K 0.08%
1,168
169
$89K 0.08%
1,935
170
$88K 0.08%
226
171
$87.7K 0.08%
344
172
$87.3K 0.08%
+2,539
173
$86.4K 0.08%
1,058
174
$83.6K 0.07%
181
-6
175
$83.3K 0.07%
149