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
326
$25K 0.02%
789
-27
327
$25K 0.02%
233
328
$25K 0.02%
221
329
$25K 0.02%
77
330
$25K 0.02%
693
331
$25K 0.02%
308
332
$25K 0.02%
795
333
$24K 0.02%
294
334
$24K 0.02%
913
335
$24K 0.02%
1,702
336
$24K 0.02%
1,706
337
$24K 0.02%
109
338
$24K 0.02%
180
339
$24K 0.02%
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340
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341
$24K 0.02%
1,052
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342
$23K 0.02%
158
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343
$23K 0.02%
+392
344
$23K 0.02%
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345
$23K 0.02%
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346
$23K 0.02%
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$23K 0.02%
131
348
$23K 0.02%
208
349
$23K 0.02%
140
350
$23K 0.02%
260
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