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
$106M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$730K
3
+$640K
4
VV icon
Vanguard Large-Cap ETF
VV
+$608K
5
TSLA icon
Tesla
TSLA
+$151K

Top Sells

1
+$2.08M
2
+$2.05M
3
+$2.05M
4
AMZN icon
Amazon
AMZN
+$1.85M
5
MSFT icon
Microsoft
MSFT
+$1.6M

Sector Composition

1 Technology 22.22%
2 Healthcare 10.45%
3 Financials 9.14%
4 Communication Services 6.44%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$14.8K 0.01%
112
552
$14.8K 0.01%
246
553
$14.6K 0.01%
186
-256
554
$14.6K 0.01%
63
555
$14.6K 0.01%
289
556
$14.6K 0.01%
49
557
$14.5K 0.01%
320
558
$14.4K 0.01%
500
559
$14.3K 0.01%
123
560
$14.3K 0.01%
820
561
$14.3K 0.01%
590
562
$14.2K 0.01%
672
563
$14.2K 0.01%
66
564
$14.2K 0.01%
2,356
565
$14.2K 0.01%
142
566
$14.2K 0.01%
457
567
$14.2K 0.01%
479
568
$14K 0.01%
36
-417
569
$13.8K 0.01%
429
570
$13.6K 0.01%
127
-356
571
$13.6K 0.01%
1,069
572
$13.5K 0.01%
74
573
$13.5K 0.01%
477
574
$13.3K 0.01%
123
575
$13.3K 0.01%
75
21 22
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