RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.05%
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
426
$23K 0.02%
+554
427
$23K 0.02%
+178
428
$23K 0.02%
+71
429
$23K 0.02%
+260
430
$23K 0.02%
+294
431
$23K 0.02%
+460
432
$23K 0.02%
+1,441
433
$23K 0.02%
+301
434
$23K 0.02%
+170
435
$23K 0.02%
+165
436
$23K 0.02%
+1,516
437
$23K 0.02%
+913
438
$23K 0.02%
+337
439
$23K 0.02%
+314
440
$23K 0.02%
+293
441
$23K 0.02%
+1,351
442
$23K 0.02%
+126
443
$23K 0.02%
+162
444
$23K 0.02%
374
445
$23K 0.02%
+36
446
$23K 0.02%
+57
447
$23K 0.02%
+206
448
$22K 0.02%
+240
449
$22K 0.02%
+211
450
$22K 0.02%
+677
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