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
301
$32K 0.02%
586
302
$32K 0.02%
+116
303
$32K 0.02%
1,200
304
$32K 0.02%
+110
305
$32K 0.02%
+308
306
$32K 0.02%
+209
307
$31K 0.02%
+105
308
$31K 0.02%
+89
309
$31K 0.02%
457
+307
310
$31K 0.02%
+272
311
$31K 0.02%
+307
312
$31K 0.02%
+339
313
$31K 0.02%
+261
314
$31K 0.02%
+534
315
$30K 0.02%
+337
316
$30K 0.02%
550
317
$30K 0.02%
+231
318
$30K 0.02%
+300
319
$30K 0.02%
+507
320
$30K 0.02%
+753
321
$30K 0.02%
595
322
$30K 0.02%
+788
323
$30K 0.02%
+192
324
$30K 0.02%
+498
325
$30K 0.02%
+510
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