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
276
$34K 0.03%
+190
277
$34K 0.03%
+360
278
$34K 0.03%
+221
279
$34K 0.03%
+485
280
$34K 0.03%
+255
281
$34K 0.03%
228
282
$34K 0.03%
+337
283
$33K 0.02%
+249
284
$33K 0.02%
+471
285
$33K 0.02%
+372
286
$33K 0.02%
+480
287
$33K 0.02%
+151
288
$33K 0.02%
421
289
$33K 0.02%
3,013
+1,161
290
$32K 0.02%
+238
291
$32K 0.02%
+159
292
$32K 0.02%
+130
293
$32K 0.02%
616
294
$32K 0.02%
+359
295
$32K 0.02%
+548
296
$32K 0.02%
+154
297
$32K 0.02%
+707
298
$32K 0.02%
+73
299
$32K 0.02%
297
300
$32K 0.02%
+22
10 11
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