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
501
$20K 0.01%
+431
502
$20K 0.01%
+137
503
$20K 0.01%
+66
504
$20K 0.01%
+313
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%
+197
512
$19K 0.01%
+351
513
$19K 0.01%
+492
514
$19K 0.01%
+181
515
$19K 0.01%
+168
516
$19K 0.01%
+258
517
$19K 0.01%
+1,398
518
$19K 0.01%
+131
519
$19K 0.01%
+256
520
$19K 0.01%
+184
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
19 20
21
22 23