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
326
$30K 0.02%
+135
327
$29K 0.02%
245
328
$29K 0.02%
+189
329
$29K 0.02%
+280
330
$29K 0.02%
+725
331
$29K 0.02%
+285
332
$29K 0.02%
+340
333
$29K 0.02%
+239
334
$29K 0.02%
+396
335
$29K 0.02%
+693
336
$29K 0.02%
+121
337
$29K 0.02%
+501
338
$29K 0.02%
+282
339
$29K 0.02%
+115
340
$28K 0.02%
+964
341
$28K 0.02%
294
342
$28K 0.02%
+267
343
$28K 0.02%
+1,173
344
$28K 0.02%
+655
345
$28K 0.02%
+561
346
$28K 0.02%
+357
347
$28K 0.02%
+91
348
$28K 0.02%
+187
349
$28K 0.02%
+157
350
$28K 0.02%
+338
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