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
$115M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$507K
3
+$486K
4
AMZN icon
Amazon
AMZN
+$483K
5
PG icon
Procter & Gamble
PG
+$354K

Top Sells

1
+$6.88M
2
+$335K
3
+$335K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$256K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$252K

Sector Composition

1 Technology 19.35%
2 Healthcare 14.22%
3 Financials 9.37%
4 Consumer Discretionary 6.3%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16K 0.01%
+838
452
$16K 0.01%
175
-261
453
$16K 0.01%
+680
454
$16K 0.01%
123
-4
455
$16K 0.01%
343
456
$16K 0.01%
351
457
$16K 0.01%
+652
458
$16K 0.01%
+694
459
$16K 0.01%
360
460
$16K 0.01%
+571
461
$16K 0.01%
+331
462
$16K 0.01%
256
463
$15K 0.01%
+388
464
$15K 0.01%
+263
465
$15K 0.01%
1,148
466
$15K 0.01%
1,235
467
$15K 0.01%
+816
468
$15K 0.01%
432
469
$15K 0.01%
+431
470
$15K 0.01%
245
471
$15K 0.01%
+54
472
$15K 0.01%
1,878
473
$15K 0.01%
+352
474
$15K 0.01%
+487
475
$15K 0.01%
+1,426
17 18
19
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