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
126
$53.9K 0.07%
169
127
$52K 0.06%
650
128
$49.4K 0.06%
80
129
$45.1K 0.06%
1,390
130
$43.6K 0.05%
413
-1,109
131
$42.9K 0.05%
90
132
$42K 0.05%
460
133
$41.7K 0.05%
+361
134
$41.6K 0.05%
559
-346
135
$40.6K 0.05%
1,380
-1,852
136
$40.4K 0.05%
516
+159
137
$39K 0.05%
500
-466
138
$39K 0.05%
125
-751
139
$37K 0.05%
435
-798
140
$35K 0.04%
544
141
$34K 0.04%
332
-548
142
$33.6K 0.04%
1,089
-470
143
$33.4K 0.04%
140
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144
$32.8K 0.04%
92
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145
$32.5K 0.04%
297
146
$30.5K 0.04%
409
-2,358
147
$30K 0.04%
610
148
$29.3K 0.04%
152
149
$29.2K 0.04%
1,135
150
$29.1K 0.04%
109
-587
4 5
6
7 8