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
$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
626
$12K 0.01%
+1,505
627
$12K 0.01%
+516
628
$11K 0.01%
583
-212
629
$11K 0.01%
+855
630
$11K 0.01%
157
-150
631
$11K 0.01%
+139
632
$11K 0.01%
1,263
633
$11K 0.01%
+556
634
$11K 0.01%
+355
635
$11K 0.01%
+691
636
$11K 0.01%
170
637
$11K 0.01%
+137
638
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+436
639
$11K 0.01%
384
640
$11K 0.01%
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641
$11K 0.01%
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642
$11K 0.01%
500
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643
$11K 0.01%
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644
$11K 0.01%
+59
645
$11K 0.01%
1,523
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646
$11K 0.01%
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647
$11K 0.01%
162
648
$11K 0.01%
+446
649
$11K 0.01%
310
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650
$11K 0.01%
+131
24 25
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