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
201
$8.63K 0.01%
1,025
-1,237
202
$7.47K 0.01%
72
-648
203
$7.32K 0.01%
45
204
$7.1K 0.01%
118
205
$7.03K 0.01%
100
206
$6.68K 0.01%
+432
207
$5.08K 0.01%
177
-6,384
208
$4.54K 0.01%
24
209
$4.03K 0.01%
+264
210
$3.47K ﹤0.01%
36
-36
211
$3.31K ﹤0.01%
819
212
$3.15K ﹤0.01%
6
-80
213
$2.9K ﹤0.01%
42
-42
214
$2.7K ﹤0.01%
300
215
$1.96K ﹤0.01%
74
-2,010
216
$1.74K ﹤0.01%
195
-995
217
$1.54K ﹤0.01%
1,000
218
$1.38K ﹤0.01%
142
-850
219
$1.26K ﹤0.01%
+6
220
$778 ﹤0.01%
40
-1,293
221
$716 ﹤0.01%
74
-1,902
222
$588 ﹤0.01%
50
223
$462 ﹤0.01%
7
224
$428 ﹤0.01%
60
225
– –
-2,123
7 8
9
10 11