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
476
$21K 0.02%
+81
477
$21K 0.02%
+159
478
$21K 0.02%
+100
479
$21K 0.02%
+841
480
$21K 0.02%
+113
481
$21K 0.02%
+192
482
$21K 0.02%
+527
483
$21K 0.02%
+120
484
$21K 0.02%
+1,744
485
$21K 0.02%
200
486
$21K 0.02%
+179
487
$21K 0.02%
+910
488
$20K 0.01%
+91
489
$20K 0.01%
+252
490
$20K 0.01%
+437
491
$20K 0.01%
+173
492
$20K 0.01%
+508
493
$20K 0.01%
+908
494
$20K 0.01%
+151
495
$20K 0.01%
+468
496
$20K 0.01%
+286
497
$20K 0.01%
+231
498
$20K 0.01%
+378
499
$20K 0.01%
+290
500
$20K 0.01%
+620
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