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
376
$26K 0.02%
+149
377
$26K 0.02%
+343
378
$26K 0.02%
+138
379
$26K 0.02%
+77
380
$26K 0.02%
+185
381
$26K 0.02%
+306
382
$25K 0.02%
+971
383
$25K 0.02%
+208
384
$25K 0.02%
+192
385
$25K 0.02%
+813
386
$25K 0.02%
+233
387
$25K 0.02%
300
388
$25K 0.02%
+109
389
$25K 0.02%
+180
390
$25K 0.02%
+49
391
$25K 0.02%
+886
392
$25K 0.02%
+1,455
393
$25K 0.02%
+70
394
$25K 0.02%
+402
395
$25K 0.02%
+2,865
396
$24K 0.02%
+69
397
$24K 0.02%
+199
398
$24K 0.02%
+140
399
$24K 0.02%
+360
400
$24K 0.02%
+188
14 15
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