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
576
$17K 0.01%
+4,192
577
$16K 0.01%
+75
578
$16K 0.01%
+211
579
$16K 0.01%
+803
580
$16K 0.01%
+152
581
$16K 0.01%
+34
582
$16K 0.01%
+197
583
$16K 0.01%
+134
584
$16K 0.01%
+60
585
$16K 0.01%
+741
586
$16K 0.01%
+70
587
$16K 0.01%
+83
588
$16K 0.01%
+239
589
$16K 0.01%
+226
590
$16K 0.01%
+138
591
$16K 0.01%
+103
592
$16K 0.01%
+1,145
593
$16K 0.01%
+418
594
$16K 0.01%
+144
595
$16K 0.01%
+360
596
$16K 0.01%
+158
597
$15K 0.01%
+71
598
$15K 0.01%
+94
599
$15K 0.01%
+536
600
$15K 0.01%
+108
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