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
576
$12K 0.01%
+294
577
$12K 0.01%
+172
578
$12K 0.01%
+347
579
$12K 0.01%
+1,145
580
$12K 0.01%
+182
581
$12K 0.01%
+727
582
$12K 0.01%
69
-37
583
$12K 0.01%
54
-259
584
$12K 0.01%
+270
585
$12K 0.01%
+175
586
$12K 0.01%
+754
587
$12K 0.01%
+48
588
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+30
589
$12K 0.01%
161
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590
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591
$12K 0.01%
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592
$12K 0.01%
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593
$12K 0.01%
202
594
$12K 0.01%
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-344
595
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596
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597
$12K 0.01%
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598
$12K 0.01%
+268
599
$12K 0.01%
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600
$12K 0.01%
202
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22 23
24
25 26