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
476
$14K 0.01%
+309
477
$14K 0.01%
+73
478
$14K 0.01%
+170
479
$14K 0.01%
+1,056
480
$14K 0.01%
98
481
$14K 0.01%
52
-33
482
$14K 0.01%
+574
483
$14K 0.01%
65
484
$14K 0.01%
+282
485
$13K 0.01%
269
-157
486
$13K 0.01%
+90
487
$13K 0.01%
+416
488
$13K 0.01%
325
489
$13K 0.01%
78
-62
490
$13K 0.01%
+406
491
$13K 0.01%
+349
492
$13K 0.01%
+107
493
$13K 0.01%
386
494
$13K 0.01%
111
495
$13K 0.01%
415
496
$13K 0.01%
638
497
$13K 0.01%
+154
498
$13K 0.01%
+165
499
$13K 0.01%
114
-312
500
$13K 0.01%
+485
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