We are live on ! Find out more
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
751
– –
-261
752
– –
-348
753
– –
-203
754
– –
-331
755
– –
-255
756
– –
-372
757
– –
-115
758
– –
-238
759
– –
-1,554
760
– –
-256
761
– –
-545
762
– –
-244
763
– –
-136
764
– –
-148
765
– –
-1,017
766
– –
-154
767
– –
-1,578
768
– –
-229
769
– –
-1,105
770
– –
-307
771
– –
-1,148
772
– –
-71
773
– –
-555
774
– –
-255
775
– –
-1,235
29 30
31
32 33