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
176
$82K 0.07%
890
177
$81.8K 0.07%
587
178
$81.7K 0.07%
+1,888
179
$81.4K 0.07%
+31,548
180
$81K 0.07%
1,522
181
$80.8K 0.07%
1,224
-298
182
$80.8K 0.07%
2,950
+578
183
$77.3K 0.07%
444
+31
184
$76.7K 0.07%
725
+608
185
$76.7K 0.07%
596
+506
186
$75.5K 0.07%
264
187
$75K 0.07%
650
188
$74.2K 0.07%
+784
189
$73.6K 0.07%
860
190
$72K 0.06%
1,441
+1,219
191
$71.6K 0.06%
2,329
192
$71.6K 0.06%
3,220
+1,007
193
$71.4K 0.06%
+1,879
194
$70.4K 0.06%
792
195
$68.2K 0.06%
133
196
$68.1K 0.06%
624
197
$67.5K 0.06%
729
+5
198
$67.5K 0.06%
194
199
$67.1K 0.06%
450
200
$65.8K 0.06%
+2,661