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
476
$15K 0.01%
162
-35
477
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+116
478
$15K 0.01%
436
+65
479
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860
480
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345
-240
481
$15K 0.01%
1,482
482
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+261
483
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+82
484
$15K 0.01%
598
+369
485
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+309
486
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275
487
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+547
488
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+201
489
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490
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390
491
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431
492
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61
-9
493
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94
494
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128
-25
495
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+130
496
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+1,967
497
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440
498
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158
499
$15K 0.01%
184
500
$14K 0.01%
+541
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