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
601
$12K 0.01%
86
602
$12K 0.01%
+11
603
$12K 0.01%
243
-1,026
604
$12K 0.01%
+280
605
$12K 0.01%
+1,321
606
$12K 0.01%
+460
607
$12K 0.01%
+770
608
$12K 0.01%
42
-58
609
$12K 0.01%
+204
610
$12K 0.01%
249
611
$12K 0.01%
+100
612
$12K 0.01%
+2,319
613
$12K 0.01%
+2,362
614
$12K 0.01%
+315
615
$12K 0.01%
+232
616
$12K 0.01%
215
-87
617
$12K 0.01%
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618
$12K 0.01%
+416
619
$12K 0.01%
78
620
$12K 0.01%
+190
621
$12K 0.01%
45
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622
$12K 0.01%
+1,505
623
$12K 0.01%
+516
624
$12K 0.01%
+279
625
$12K 0.01%
+120
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