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
26
$976K 0.72%
18,857
+3,665
27
$972K 0.72%
4,576
+607
28
$928K 0.69%
395
+25
29
$928K 0.69%
23,238
+738
30
$906K 0.67%
1,574
+290
31
$869K 0.64%
7,016
-246
32
$858K 0.64%
3,606
+217
33
$799K 0.59%
3,952
+410
34
$721K 0.53%
11,450
+2,430
35
$720K 0.53%
2,514
+569
36
$689K 0.51%
3,292
+150
37
$625K 0.46%
4,090
+1,456
38
$618K 0.46%
2,785
+1,165
39
$611K 0.45%
1,669
+109
40
$594K 0.44%
+1,653
41
$571K 0.42%
1,907
+727
42
$571K 0.42%
4,185
+207
43
$569K 0.42%
8,135
+485
44
$552K 0.41%
3,297
+920
45
$550K 0.41%
5,258
46
$548K 0.41%
3,614
+245
47
$546K 0.4%
2,209
+469
48
$466K 0.35%
9,146
+2,463
49
$451K 0.33%
1,737
+233
50
$439K 0.33%
995
+171
1
2
3 4 5