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
176
$18.8K 0.02%
620
-309
177
$18.6K 0.02%
105
-105
178
$18.2K 0.02%
55
-264
179
$18.2K 0.02%
260
180
$17.8K 0.02%
194
-1,673
181
$17.1K 0.02%
230
-629
182
$16.9K 0.02%
223
183
$16.3K 0.02%
165
-1,528
184
$16.1K 0.02%
150
-164
185
$15.9K 0.02%
210
186
$15.9K 0.02%
50
-1,745
187
$15.7K 0.02%
195
-255
188
$14.4K 0.02%
648
189
$13.5K 0.02%
245
-364
190
$13.5K 0.02%
+400
191
$13.5K 0.02%
95
-971
192
$11.3K 0.01%
40
-266
193
$9.79K 0.01%
1,000
194
$9.73K 0.01%
73
195
$9.68K 0.01%
223
196
$9.34K 0.01%
815
197
$9.18K 0.01%
800
-2,074
198
$8.98K 0.01%
384
-869
199
$8.93K 0.01%
305
200
$8.78K 0.01%
120
-1,057
6 7
8
9 10