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
$80.3M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$116K
3
+$98.4K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$95.6K
5
GLD icon
SPDR Gold Trust
GLD
+$60.6K

Top Sells

1
+$3.99M
2
+$2.42M
3
+$1.94M
4
AMZN icon
Amazon
AMZN
+$1.43M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 11.05%
2 Financials 6.61%
3 Industrials 4.32%
4 Healthcare 3.36%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$218K 0.27%
1,519
-294
52
$216K 0.27%
2,405
-1,498
53
$211K 0.26%
174
54
$196K 0.24%
167
55
$193K 0.24%
2,543
+1,600
56
$191K 0.24%
1,096
-570
57
$190K 0.24%
3,165
58
$190K 0.24%
268
-387
59
$185K 0.23%
2,629
60
$176K 0.22%
2,225
-8,431
61
$176K 0.22%
1,879
62
$174K 0.22%
1,037
+150
63
$173K 0.22%
1,004
-160
64
$171K 0.21%
664
-291
65
$169K 0.21%
1,113
-521
66
$162K 0.2%
2,582
-411
67
$160K 0.2%
1,097
-988
68
$160K 0.2%
572
-434
69
$159K 0.2%
1,196
70
$159K 0.2%
900
-5,686
71
$155K 0.19%
3,338
-497
72
$148K 0.18%
1,434
73
$147K 0.18%
276
-114
74
$145K 0.18%
1,597
-268
75
$140K 0.17%
6,256
-14,434
1 2
3
4 5