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
$103M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$191K
2
+$178K
3
+$162K
4
JPM icon
JPMorgan Chase
JPM
+$158K
5
NKE icon
Nike
NKE
+$154K

Top Sells

1
+$1.92M
2
+$530K
3
+$496K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$487K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$414K

Sector Composition

1 Technology 20.19%
2 Healthcare 14.72%
3 Financials 9.66%
4 Consumer Discretionary 7.24%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16K 0.02%
54
402
$16K 0.02%
+160
403
$16K 0.02%
485
404
$16K 0.02%
487
405
$16K 0.02%
+113
406
$16K 0.02%
+366
407
$16K 0.02%
101
408
$16K 0.02%
+493
409
$16K 0.02%
436
410
$16K 0.02%
+1,119
411
$16K 0.02%
351
412
$16K 0.02%
+683
413
$16K 0.02%
765
414
$16K 0.02%
+111
415
$16K 0.02%
1,187
416
$16K 0.02%
1,852
-1,161
417
$16K 0.02%
+377
418
$16K 0.02%
+179
419
$16K 0.02%
158
420
$15K 0.01%
98
421
$15K 0.01%
+548
422
$15K 0.01%
+166
423
$15K 0.01%
615
424
$15K 0.01%
516
425
$15K 0.01%
+406
15 16
17
18 19