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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
676
$10K 0.01%
+398
677
$10K 0.01%
+144
678
$10K 0.01%
+290
679
$10K 0.01%
326
+26
680
$10K 0.01%
+92
681
$10K 0.01%
+2,608
682
$10K 0.01%
+405
683
$10K 0.01%
+1,666
684
$10K 0.01%
+1,503
685
$10K 0.01%
212
686
$10K 0.01%
+318
687
$10K 0.01%
+1,969
688
$10K 0.01%
+42
689
$9K 0.01%
+172
690
$9K 0.01%
1,494
691
$9K 0.01%
72
692
$9K 0.01%
+901
693
$9K 0.01%
+88
694
$8K 0.01%
161
695
$7K 0.01%
210
696
$7K 0.01%
187
697
$6K 0.01%
162
698
$5K ﹤0.01%
135
699
$3K ﹤0.01%
65
700
$2K ﹤0.01%
44
26 27
28
29 30