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
151
$29.1K 0.04%
275
152
$28.9K 0.04%
241
-37
153
$28.8K 0.04%
418
-538
154
$28.1K 0.04%
50
-706
155
$28.1K 0.03%
64
156
$28K 0.03%
120
-117
157
$27.8K 0.03%
248
158
$27.5K 0.03%
75
-785
159
$27.3K 0.03%
104
-62
160
$27.3K 0.03%
228
-38
161
$24.5K 0.03%
584
162
$24.5K 0.03%
55
-194
163
$23.6K 0.03%
238
164
$23.3K 0.03%
330
-1,935
165
$23.2K 0.03%
85
-666
166
$22.9K 0.03%
52
167
$22.8K 0.03%
230
168
$22.3K 0.03%
2,425
169
$21K 0.03%
170
-520
170
$20.8K 0.03%
150
171
$20.7K 0.03%
90
-151
172
$19.7K 0.02%
175
173
$19.2K 0.02%
220
-410
174
$18.9K 0.02%
400
175
$18.9K 0.02%
505
-111
5 6
7
8 9