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
526
$18K 0.01%
+44
527
$18K 0.01%
+92
528
$18K 0.01%
+133
529
$18K 0.01%
350
530
$18K 0.01%
+476
531
$18K 0.01%
+312
532
$18K 0.01%
+1,578
533
$18K 0.01%
+127
534
$18K 0.01%
+439
535
$18K 0.01%
+285
536
$18K 0.01%
+1,482
537
$18K 0.01%
+644
538
$18K 0.01%
+512
539
$18K 0.01%
+472
540
$18K 0.01%
+390
541
$18K 0.01%
+1,043
542
$18K 0.01%
86
543
$18K 0.01%
+76
544
$18K 0.01%
+261
545
$17K 0.01%
+409
546
$17K 0.01%
+187
547
$17K 0.01%
+491
548
$17K 0.01%
+184
549
$17K 0.01%
+245
550
$17K 0.01%
400
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