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
451
$22K 0.02%
+158
452
$22K 0.02%
+1,016
453
$22K 0.02%
+95
454
$22K 0.02%
+61
455
$22K 0.02%
+66
456
$22K 0.02%
+16
457
$22K 0.02%
+264
458
$22K 0.02%
+189
459
$22K 0.02%
+5
460
$22K 0.02%
+557
461
$22K 0.02%
+200
462
$22K 0.02%
+302
463
$22K 0.02%
+243
464
$22K 0.02%
+830
465
$22K 0.02%
+103
466
$22K 0.02%
+230
467
$22K 0.02%
+52
468
$22K 0.02%
+90
469
$22K 0.02%
+136
470
$22K 0.02%
+66
471
$21K 0.02%
+222
472
$21K 0.02%
+1,174
473
$21K 0.02%
+142
474
$21K 0.02%
+1,148
475
$21K 0.02%
+179
17 18
19
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