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
201
$53.8K 0.05%
499
202
$53.5K 0.05%
265
203
$52.6K 0.05%
431
204
$52.6K 0.05%
2,220
205
$52.4K 0.05%
327
-1,331
206
$51.4K 0.05%
125
207
$51.3K 0.05%
225
208
$50.4K 0.05%
813
+246
209
$49.3K 0.05%
622
210
$49.2K 0.05%
276
211
$49.2K 0.05%
618
212
$49K 0.05%
624
213
$48.9K 0.05%
263
-515
214
$48.4K 0.04%
3,842
215
$47.4K 0.04%
555
216
$47.2K 0.04%
949
217
$47K 0.04%
242
218
$46K 0.04%
344
219
$46K 0.04%
931
220
$45.9K 0.04%
174
221
$45.8K 0.04%
340
222
$45.2K 0.04%
98
-13
223
$45.2K 0.04%
1,390
224
$44.3K 0.04%
375
225
$44K 0.04%
292
7 8
9
10 11