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
426
$18K 0.02%
+248
427
$18K 0.02%
+92
428
$17K 0.01%
396
+157
429
$17K 0.01%
+1,187
430
$17K 0.01%
+98
431
$17K 0.01%
+780
432
$17K 0.01%
211
433
$17K 0.01%
400
434
$17K 0.01%
641
435
$17K 0.01%
114
+14
436
$17K 0.01%
350
437
$17K 0.01%
112
438
$17K 0.01%
841
439
$17K 0.01%
1,578
440
$17K 0.01%
176
441
$17K 0.01%
162
442
$17K 0.01%
239
443
$17K 0.01%
1,744
444
$17K 0.01%
+243
445
$17K 0.01%
160
-25
446
$17K 0.01%
90
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447
$17K 0.01%
+481
448
$17K 0.01%
1,025
-1,022
449
$17K 0.01%
59
+7
450
$16K 0.01%
+175
16 17
18
19 20