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
501
$13K 0.01%
+105
502
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362
503
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265
+35
504
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505
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+180
506
$13K 0.01%
204
-110
507
$13K 0.01%
198
-95
508
$13K 0.01%
+150
509
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+302
510
$13K 0.01%
81
511
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+198
512
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+354
513
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+328
514
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108
515
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+103
516
$13K 0.01%
187
517
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+426
518
$13K 0.01%
+101
519
$13K 0.01%
+31
520
$13K 0.01%
+404
521
$13K 0.01%
+1,128
522
$13K 0.01%
+63
523
$13K 0.01%
+329
524
$13K 0.01%
+165
525
$13K 0.01%
+199
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