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
$115M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$507K
3
+$486K
4
AMZN icon
Amazon
AMZN
+$483K
5
PG icon
Procter & Gamble
PG
+$354K

Top Sells

1
+$6.88M
2
+$335K
3
+$335K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$256K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$252K

Sector Composition

1 Technology 19.35%
2 Healthcare 14.22%
3 Financials 9.37%
4 Consumer Discretionary 6.3%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$13K 0.01%
+767
602
$13K 0.01%
+871
603
$13K 0.01%
+697
604
$12K 0.01%
+284
605
$12K 0.01%
372
+98
606
$12K 0.01%
+352
607
$12K 0.01%
+238
608
$12K 0.01%
71
609
$12K 0.01%
+123
610
$12K 0.01%
347
-71
611
$12K 0.01%
+737
612
$12K 0.01%
+685
613
$12K 0.01%
52
-19
614
$12K 0.01%
536
615
$12K 0.01%
+1,852
616
$12K 0.01%
110
+47
617
$12K 0.01%
225
618
$12K 0.01%
+510
619
$12K 0.01%
81
620
$12K 0.01%
+461
621
$12K 0.01%
+121
622
$12K 0.01%
+92
623
$12K 0.01%
+169
624
$12K 0.01%
291
+80
625
$12K 0.01%
123
-33
23 24
25
26 27