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
626
$15K 0.01%
+34
627
$15K 0.01%
+456
628
$15K 0.01%
+202
629
$15K 0.01%
+274
630
$15K 0.01%
+224
631
$15K 0.01%
+440
632
$15K 0.01%
+154
633
$15K 0.01%
+1,585
634
$15K 0.01%
+310
635
$14K 0.01%
+63
636
$14K 0.01%
+2,631
637
$14K 0.01%
+1,319
638
$14K 0.01%
+122
639
$14K 0.01%
+3,300
640
$14K 0.01%
+1,878
641
$14K 0.01%
+306
642
$14K 0.01%
+1,044
643
$14K 0.01%
334
644
$14K 0.01%
+87
645
$14K 0.01%
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646
$14K 0.01%
+348
647
$14K 0.01%
+46
648
$14K 0.01%
+387
649
$14K 0.01%
+961
650
$14K 0.01%
+175
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