RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$473K
3
+$439K
4
AMZN icon
Amazon
AMZN
+$410K
5
PG icon
Procter & Gamble
PG
+$339K

Top Sells

1
+$6.81M
2
+$335K
3
+$321K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$252K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$235K

Sector Composition

1 Technology 19.35%
2 Healthcare 14.22%
3 Financials 9.37%
4 Consumer Discretionary 6.3%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.04%
454
227
$44K 0.04%
581
228
$44K 0.04%
74
229
$43K 0.04%
682
+171
230
$42K 0.04%
502
231
$42K 0.04%
154
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232
$42K 0.04%
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233
$41K 0.04%
88
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234
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202
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235
$41K 0.04%
355
236
$40K 0.03%
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237
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260
238
$39K 0.03%
200
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239
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240
$38K 0.03%
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241
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175
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245
$36K 0.03%
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247
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248
$36K 0.03%
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249
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250
$36K 0.03%
484
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