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
826
– –
-67
827
– –
-725
828
– –
-135
829
– –
-123
830
– –
-352
831
– –
-1,311
832
– –
-273
833
– –
-121
834
– –
-279
835
– –
-120
836
– –
-1,036
837
– –
-154
838
– –
-2,562
839
– –
-707
840
– –
-1,898
841
– –
-114
842
– –
-1,173
843
– –
-770
844
– –
-469
845
– –
-265
846
– –
-1,073
847
– –
-789
848
– –
-1,702
849
– –
-452
850
– –
-217
32 33
34
35 36