RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.6M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$85.5K
3
+$37.7K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$30.3K
5
UNM icon
Unum
UNM
+$23.5K

Top Sells

1
+$132K
2
+$96.5K
3
+$43.8K
4
IAC icon
IAC Inc
IAC
+$40K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.1K

Sector Composition

1 Technology 18.49%
2 Healthcare 11.36%
3 Financials 9.56%
4 Communication Services 6.97%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-53
227
– –
-23
228
$0 ﹤0.01%
20
229
– –
-2
6 7 8 9
10