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
251
$39K 0.03%
+431
252
$39K 0.03%
+161
253
$39K 0.03%
+378
254
$39K 0.03%
+100
255
$38K 0.03%
+495
256
$38K 0.03%
460
257
$38K 0.03%
+534
258
$38K 0.03%
+474
259
$38K 0.03%
+286
260
$38K 0.03%
2,047
+1,022
261
$38K 0.03%
45
262
$37K 0.03%
+785
263
$37K 0.03%
+109
264
$36K 0.03%
368
+295
265
$36K 0.03%
+816
266
$36K 0.03%
+511
267
$36K 0.03%
80
268
$36K 0.03%
633
+364
269
$36K 0.03%
+170
270
$35K 0.03%
+624
271
$35K 0.03%
+332
272
$35K 0.03%
+151
273
$35K 0.03%
+194
274
$34K 0.03%
+197
275
$34K 0.03%
+890
9 10
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