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
$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
176
$63K 0.06%
1,322
+233
177
$62K 0.06%
+728
178
$61K 0.06%
966
-785
179
$61K 0.06%
228
180
$61K 0.06%
2,295
-1,339
181
$61K 0.06%
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-1
182
$60K 0.06%
976
183
$60K 0.06%
589
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184
$58K 0.06%
1,078
185
$58K 0.06%
414
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186
$56K 0.05%
3,351
187
$56K 0.05%
1,197
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188
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194
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226
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267
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$54K 0.05%
266
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192
$54K 0.05%
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193
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194
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195
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801
196
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197
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111
198
$52K 0.05%
923
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199
$52K 0.05%
624
200
$51K 0.05%
1,621
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