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
426
$15K 0.01%
+373
427
$15K 0.01%
409
428
$15K 0.01%
112
429
$15K 0.01%
+141
430
$15K 0.01%
186
-1,574
431
$15K 0.01%
88
432
$15K 0.01%
65
433
$15K 0.01%
+237
434
$15K 0.01%
131
-224
435
$15K 0.01%
+179
436
$15K 0.01%
+341
437
$15K 0.01%
+180
438
$15K 0.01%
+88
439
$15K 0.01%
+692
440
$15K 0.01%
+410
441
$15K 0.01%
360
442
$15K 0.01%
+1,125
443
$15K 0.01%
440
444
$15K 0.01%
179
445
$14K 0.01%
+250
446
$14K 0.01%
+184
447
$14K 0.01%
+743
448
$14K 0.01%
+218
449
$14K 0.01%
84
450
$14K 0.01%
224
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