RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.05%
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
426
$15K 0.01%
+406
427
$15K 0.01%
+373
428
$15K 0.01%
409
429
$15K 0.01%
112
430
$15K 0.01%
+141
431
$15K 0.01%
186
-1,574
432
$15K 0.01%
88
433
$15K 0.01%
65
434
$15K 0.01%
+237
435
$15K 0.01%
131
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436
$15K 0.01%
+179
437
$15K 0.01%
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438
$15K 0.01%
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439
$15K 0.01%
+88
440
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+692
441
$15K 0.01%
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442
$15K 0.01%
360
443
$15K 0.01%
+1,125
444
$15K 0.01%
440
445
$14K 0.01%
+250
446
$14K 0.01%
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447
$14K 0.01%
+246
448
$14K 0.01%
860
449
$14K 0.01%
+143
450
$14K 0.01%
+64
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