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
201
$65.7K 0.06%
471
202
$65.4K 0.06%
966
203
$65.3K 0.06%
786
204
$63.5K 0.06%
882
-1,680
205
$63.3K 0.06%
976
206
$62.5K 0.06%
1,530
207
$62.3K 0.06%
290
208
$61.7K 0.05%
1,870
209
$61.2K 0.05%
1,173
210
$61.1K 0.05%
1,559
211
$60.9K 0.05%
74
212
$60.8K 0.05%
266
213
$60.7K 0.05%
1,356
214
$60.6K 0.05%
589
215
$59.2K 0.05%
414
216
$58.9K 0.05%
327
217
$58.3K 0.05%
1,057
218
$58.3K 0.05%
+484
219
$58.2K 0.05%
+1,001
220
$57.1K 0.05%
840
221
$56.6K 0.05%
718
222
$56.5K 0.05%
4,651
223
$55.8K 0.05%
689
-48
224
$53.9K 0.05%
3,253
225
$53.7K 0.05%
3,092
+780