RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.67M
3
+$1.58M
4
AMZN icon
Amazon
AMZN
+$955K
5
TSLA icon
Tesla
TSLA
+$594K

Top Sells

1
+$1.05M
2
+$333K
3
+$66.1K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$50.4K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$30.5K

Sector Composition

1 Technology 19.78%
2 Healthcare 11.89%
3 Financials 9.28%
4 Consumer Discretionary 6.48%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.04%
+968
227
$48K 0.04%
389
+258
228
$47K 0.03%
355
+224
229
$46K 0.03%
2,389
+1,088
230
$45K 0.03%
454
+382
231
$45K 0.03%
+180
232
$45K 0.03%
+1,267
233
$44K 0.03%
+98
234
$44K 0.03%
+385
235
$44K 0.03%
335
236
$44K 0.03%
+724
237
$44K 0.03%
1,173
+588
238
$43K 0.03%
391
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239
$43K 0.03%
344
240
$42K 0.03%
+502
241
$42K 0.03%
+672
242
$42K 0.03%
+147
243
$41K 0.03%
+191
244
$41K 0.03%
461
245
$41K 0.03%
+484
246
$41K 0.03%
+260
247
$40K 0.03%
+177
248
$40K 0.03%
+235
249
$40K 0.03%
109
250
$40K 0.03%
+263
8 9
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