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RTC

Riverview Trust Company Portfolio holdings

AUM $81.2M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
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
+$1.76M
2
+$1.72M
3
+$1.54M
4
AMZN icon
Amazon
AMZN
+$905K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$543K

Top Sells

1
+$1.07M
2
+$329K
3
+$66.6K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$51.3K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$30.9K

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
501
$20K 0.01%
+286
502
$20K 0.01%
+231
503
$20K 0.01%
+378
504
$20K 0.01%
+290
505
$19K 0.01%
+1,235
506
$19K 0.01%
+79
507
$19K 0.01%
+173
508
$19K 0.01%
+95
509
$19K 0.01%
+2,621
510
$19K 0.01%
+550
511
$19K 0.01%
+351
512
$19K 0.01%
+492
513
$19K 0.01%
+181
514
$19K 0.01%
+168
515
$19K 0.01%
+258
516
$19K 0.01%
+1,398
517
$19K 0.01%
+131
518
$19K 0.01%
+256
519
$19K 0.01%
+184
520
$19K 0.01%
+197
521
$18K 0.01%
+1,251
522
$18K 0.01%
+2,524
523
$18K 0.01%
+418
524
$18K 0.01%
+432
525
$18K 0.01%
+290
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