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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
576
$12K 0.01%
+401
577
$12K 0.01%
586
+32
578
$12K 0.01%
+948
579
$12K 0.01%
79
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580
$12K 0.01%
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581
$12K 0.01%
202
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582
$12K 0.01%
86
583
$12K 0.01%
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584
$12K 0.01%
243
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585
$12K 0.01%
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586
$12K 0.01%
+1,321
587
$12K 0.01%
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588
$12K 0.01%
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589
$12K 0.01%
42
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590
$12K 0.01%
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591
$12K 0.01%
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592
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593
$12K 0.01%
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594
$12K 0.01%
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595
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$12K 0.01%
215
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598
$12K 0.01%
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599
$12K 0.01%
+416
600
$12K 0.01%
78
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