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
651
$14K 0.01%
+961
652
$14K 0.01%
+175
653
$14K 0.01%
+232
654
$14K 0.01%
+371
655
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+234
656
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657
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658
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659
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660
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661
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662
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664
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665
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666
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667
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668
$14K 0.01%
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669
$14K 0.01%
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670
$14K 0.01%
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671
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673
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674
$13K 0.01%
+186
675
$13K 0.01%
+28
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