RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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
+$1.76M
2
+$1.72M
3
+$1.54M
4
AMZN icon
Amazon
AMZN
+$905K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$543K

Top Sells

1
+$1.07M
2
+$329K
3
+$66.6K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$51.3K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$30.9K

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%
+97
402
$24K 0.02%
+229
403
$24K 0.02%
+59
404
$24K 0.02%
+2,622
405
$24K 0.02%
+1,706
406
$24K 0.02%
+297
407
$24K 0.02%
+1,756
408
$24K 0.02%
+98
409
$24K 0.02%
+199
410
$24K 0.02%
+360
411
$24K 0.02%
+294
412
$24K 0.02%
+348
413
$24K 0.02%
+69
414
$24K 0.02%
+102
415
$24K 0.02%
+207
416
$24K 0.02%
+960
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
15 16
17
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