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
$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
351
$23K 0.02%
297
352
$23K 0.02%
158
+20
353
$23K 0.02%
+392
354
$23K 0.02%
+1,390
355
$23K 0.02%
+375
356
$23K 0.02%
+347
357
$23K 0.02%
131
358
$22K 0.02%
+198
359
$22K 0.02%
960
360
$22K 0.02%
426
361
$22K 0.02%
360
362
$22K 0.02%
706
363
$22K 0.02%
300
364
$22K 0.02%
+195
365
$22K 0.02%
+448
366
$22K 0.02%
527
367
$22K 0.02%
338
368
$22K 0.02%
57
369
$22K 0.02%
66
370
$22K 0.02%
203
-4
371
$21K 0.02%
105
+30
372
$21K 0.02%
739
373
$21K 0.02%
725
374
$21K 0.02%
158
375
$21K 0.02%
337
13 14
15
16 17