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
476
$15K 0.01%
162
-35
477
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+116
478
$15K 0.01%
436
+65
479
$15K 0.01%
860
480
$15K 0.01%
345
-240
481
$15K 0.01%
1,482
482
$15K 0.01%
+261
483
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+82
484
$15K 0.01%
598
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485
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+312
486
$15K 0.01%
275
487
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488
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489
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258
490
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491
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431
492
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61
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493
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94
494
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128
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495
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497
$15K 0.01%
440
498
$15K 0.01%
158
499
$15K 0.01%
184
500
$14K 0.01%
1,073
18 19
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