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
101
$85.3K 0.11%
340
-177
102
$84.3K 0.11%
793
-404
103
$82.8K 0.1%
380
-112
104
$80.3K 0.1%
600
-2,940
105
$79.2K 0.1%
550
106
$77.9K 0.1%
800
-290
107
$76.9K 0.1%
786
-3,958
108
$76K 0.09%
31,548
109
$74.8K 0.09%
329
-505
110
$73.4K 0.09%
696
-472
111
$68.7K 0.09%
520
112
$65.6K 0.08%
716
-1,789
113
$65.5K 0.08%
200
-66
114
$63.3K 0.08%
217
115
$61.5K 0.08%
400
-1,094
116
$61.2K 0.08%
1,875
-454
117
$61K 0.08%
+200
118
$59.3K 0.07%
167
-1,652
119
$58.2K 0.07%
469
-855
120
$58K 0.07%
269
121
$56.5K 0.07%
335
122
$56.1K 0.07%
99
123
$55.8K 0.07%
1,061
124
$55.6K 0.07%
431
-106
125
$55K 0.07%
409
-282
3 4
5
6 7