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
351
$27K 0.02%
+555
352
$27K 0.02%
+426
353
$27K 0.02%
+13
354
$27K 0.02%
+739
355
$27K 0.02%
+217
356
$27K 0.02%
+165
357
$27K 0.02%
+850
358
$27K 0.02%
+177
359
$27K 0.02%
+580
360
$27K 0.02%
+1,702
361
$27K 0.02%
+706
362
$27K 0.02%
+1,875
363
$27K 0.02%
+531
364
$27K 0.02%
+49
365
$27K 0.02%
+142
366
$27K 0.02%
+161
367
$27K 0.02%
+579
368
$27K 0.02%
+585
369
$27K 0.02%
+1,211
370
$27K 0.02%
+112
371
$27K 0.02%
+795
372
$26K 0.02%
+748
373
$26K 0.02%
+1,850
374
$26K 0.02%
+217
375
$26K 0.02%
+51
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