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
551
$13K 0.01%
+663
552
$13K 0.01%
1,137
+266
553
$13K 0.01%
+171
554
$12K 0.01%
586
+32
555
$12K 0.01%
+948
556
$12K 0.01%
79
+8
557
$12K 0.01%
+432
558
$12K 0.01%
+1,816
559
$12K 0.01%
132
-76
560
$12K 0.01%
+279
561
$12K 0.01%
+120
562
$12K 0.01%
+1,474
563
$12K 0.01%
+335
564
$12K 0.01%
+464
565
$12K 0.01%
89
-680
566
$12K 0.01%
148
-51
567
$12K 0.01%
+310
568
$12K 0.01%
+359
569
$12K 0.01%
237
570
$12K 0.01%
431
571
$12K 0.01%
360
-766
572
$12K 0.01%
+86
573
$12K 0.01%
+65
574
$12K 0.01%
90
575
$12K 0.01%
+570
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