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
476
$14K 0.01%
201
477
$14K 0.01%
+197
478
$14K 0.01%
+299
479
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+121
480
$14K 0.01%
+162
481
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292
482
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130
483
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+87
484
$14K 0.01%
+210
485
$13K 0.01%
269
-157
486
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487
$13K 0.01%
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488
$13K 0.01%
325
489
$13K 0.01%
78
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490
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491
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$13K 0.01%
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493
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111
494
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495
$13K 0.01%
638
496
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497
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498
$13K 0.01%
114
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499
$13K 0.01%
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500
$13K 0.01%
+194
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