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
401
$20K 0.02%
+248
402
$20K 0.02%
102
403
$19K 0.02%
+190
404
$19K 0.02%
+615
405
$19K 0.02%
106
+3
406
$19K 0.02%
95
407
$19K 0.02%
77
408
$19K 0.02%
181
409
$19K 0.02%
230
410
$19K 0.02%
178
411
$19K 0.02%
90
412
$18K 0.02%
199
413
$18K 0.02%
+754
414
$18K 0.02%
211
415
$18K 0.02%
173
416
$18K 0.02%
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417
$18K 0.02%
409
418
$18K 0.02%
1,351
419
$18K 0.02%
476
420
$18K 0.02%
+621
421
$18K 0.02%
66
422
$18K 0.02%
277
+13
423
$18K 0.02%
66
+16
424
$18K 0.02%
302
425
$18K 0.02%
222
15 16
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