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
651
$14K 0.01%
+232
652
$14K 0.01%
+371
653
$14K 0.01%
+234
654
$14K 0.01%
+377
655
$14K 0.01%
+430
656
$14K 0.01%
+552
657
$14K 0.01%
+169
658
$14K 0.01%
+56
659
$14K 0.01%
+85
660
$14K 0.01%
+96
661
$14K 0.01%
+287
662
$14K 0.01%
+140
663
$14K 0.01%
+370
664
$14K 0.01%
+198
665
$14K 0.01%
+394
666
$14K 0.01%
+180
667
$14K 0.01%
+336
668
$14K 0.01%
+135
669
$14K 0.01%
+444
670
$14K 0.01%
+49
671
$13K 0.01%
+267
672
$13K 0.01%
+172
673
$13K 0.01%
+410
674
$13K 0.01%
+186
675
$13K 0.01%
+28
25 26
27
28 29