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RTC

Riverview Trust Company Portfolio holdings

AUM $81.2M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
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
551
$13K 0.01%
+663
552
$13K 0.01%
1,137
+266
553
$13K 0.01%
+171
554
$12K 0.01%
+464
555
$12K 0.01%
89
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556
$12K 0.01%
148
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557
$12K 0.01%
+570
558
$12K 0.01%
228
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559
$12K 0.01%
542
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560
$12K 0.01%
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561
$12K 0.01%
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562
$12K 0.01%
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563
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565
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566
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$12K 0.01%
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568
$12K 0.01%
69
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$12K 0.01%
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570
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572
$12K 0.01%
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573
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574
$12K 0.01%
+30
575
$12K 0.01%
161
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