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
401
$24K 0.02%
+1,304
402
$24K 0.02%
+103
403
$24K 0.02%
+294
404
$24K 0.02%
+1,468
405
$24K 0.02%
+1,706
406
$24K 0.02%
+297
407
$24K 0.02%
+97
408
$24K 0.02%
+229
409
$24K 0.02%
+1,756
410
$24K 0.02%
+98
411
$24K 0.02%
+348
412
$24K 0.02%
+59
413
$24K 0.02%
+102
414
$24K 0.02%
+207
415
$24K 0.02%
+960
416
$24K 0.02%
+2,622
417
$23K 0.02%
+206
418
$23K 0.02%
+71
419
$23K 0.02%
+260
420
$23K 0.02%
+294
421
$23K 0.02%
+460
422
$23K 0.02%
+1,441
423
$23K 0.02%
+301
424
$23K 0.02%
+170
425
$23K 0.02%
+165
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