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
201
$52.8K 0.05%
174
202
$52.7K 0.05%
160
203
$52.5K 0.05%
1,057
-1,000
204
$52.4K 0.05%
2,220
205
$51.7K 0.05%
1,124
+833
206
$50.7K 0.05%
622
207
$50.4K 0.05%
411
-51
208
$50.3K 0.05%
1,390
209
$50.1K 0.05%
255
210
$49.7K 0.05%
346
211
$49.1K 0.04%
949
-597
212
$48.9K 0.04%
292
213
$48.1K 0.04%
2,312
214
$47K 0.04%
335
215
$46.7K 0.04%
618
216
$46.6K 0.04%
242
217
$46.1K 0.04%
222
+72
218
$45.6K 0.04%
51
219
$45K 0.04%
431
220
$44.7K 0.04%
98
221
$44.6K 0.04%
584
222
$44.2K 0.04%
278
223
$43.4K 0.04%
375
224
$43.3K 0.04%
197
225
$42.6K 0.04%
555
7 8
9
10 11