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
301
$28K 0.02%
474
302
$28K 0.02%
112
-110
303
$27K 0.02%
393
+56
304
$27K 0.02%
189
305
$27K 0.02%
279
-248
306
$27K 0.02%
707
307
$27K 0.02%
297
308
$27K 0.02%
753
309
$27K 0.02%
1,306
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310
$26K 0.02%
238
311
$26K 0.02%
267
312
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154
313
$26K 0.02%
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314
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770
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315
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316
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579
319
$26K 0.02%
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$26K 0.02%
+1,915
321
$26K 0.02%
115
322
$25K 0.02%
555
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$25K 0.02%
245
324
$25K 0.02%
+329
325
$25K 0.02%
964
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