We are live on ! Find out more
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
601
$12K 0.01%
+190
602
$12K 0.01%
45
-14
603
$12K 0.01%
+1,505
604
$12K 0.01%
+516
605
$12K 0.01%
+279
606
$12K 0.01%
+120
607
$12K 0.01%
+1,474
608
$12K 0.01%
+335
609
$12K 0.01%
+310
610
$12K 0.01%
+359
611
$12K 0.01%
237
612
$12K 0.01%
431
613
$12K 0.01%
360
-766
614
$12K 0.01%
+86
615
$12K 0.01%
+1,816
616
$12K 0.01%
132
-76
617
$12K 0.01%
+65
618
$12K 0.01%
90
619
$12K 0.01%
+131
620
$12K 0.01%
+1,182
621
$12K 0.01%
202
622
$12K 0.01%
1,007
-344
623
$12K 0.01%
+268
624
$12K 0.01%
+288
625
$12K 0.01%
+862
23 24
25
26 27