RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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
626
$15K 0.01%
+34
627
$15K 0.01%
+456
628
$15K 0.01%
+202
629
$15K 0.01%
+224
630
$15K 0.01%
+440
631
$15K 0.01%
+154
632
$15K 0.01%
+1,585
633
$15K 0.01%
+310
634
$15K 0.01%
+75
635
$14K 0.01%
+444
636
$14K 0.01%
+49
637
$14K 0.01%
+63
638
$14K 0.01%
+2,631
639
$14K 0.01%
+1,319
640
$14K 0.01%
+122
641
$14K 0.01%
+3,300
642
$14K 0.01%
+1,878
643
$14K 0.01%
+306
644
$14K 0.01%
+1,044
645
$14K 0.01%
334
646
$14K 0.01%
+87
647
$14K 0.01%
+469
648
$14K 0.01%
+348
649
$14K 0.01%
+46
650
$14K 0.01%
+387
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