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
651
$11K 0.01%
+760
652
$11K 0.01%
+942
653
$11K 0.01%
+275
654
$11K 0.01%
+212
655
$11K 0.01%
1,775
+208
656
$11K 0.01%
+246
657
$11K 0.01%
+2,812
658
$11K 0.01%
+270
659
$11K 0.01%
+131
660
$11K 0.01%
+79
661
$11K 0.01%
342
+25
662
$11K 0.01%
+121
663
$11K 0.01%
+647
664
$11K 0.01%
2,870
+2,051
665
$11K 0.01%
273
-129
666
$11K 0.01%
+129
667
$11K 0.01%
63
-27
668
$11K 0.01%
+146
669
$11K 0.01%
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670
$11K 0.01%
+450
671
$11K 0.01%
258
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672
$11K 0.01%
157
-150
673
$10K 0.01%
+144
674
$10K 0.01%
+290
675
$10K 0.01%
326
+26
25 26
27
28 29