RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$473K
3
+$439K
4
AMZN icon
Amazon
AMZN
+$410K
5
PG icon
Procter & Gamble
PG
+$339K

Top Sells

1
+$6.81M
2
+$335K
3
+$321K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$252K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$235K

Sector Composition

1 Technology 19.35%
2 Healthcare 14.22%
3 Financials 9.37%
4 Consumer Discretionary 6.3%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$12K 0.01%
99
+35
652
$12K 0.01%
+223
653
$12K 0.01%
317
+177
654
$12K 0.01%
+260
655
$12K 0.01%
+135
656
$12K 0.01%
216
+14
657
$12K 0.01%
+52
658
$12K 0.01%
+126
659
$12K 0.01%
347
+1
660
$12K 0.01%
+284
661
$12K 0.01%
372
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662
$12K 0.01%
+238
663
$12K 0.01%
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664
$11K 0.01%
+608
665
$11K 0.01%
65
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666
$11K 0.01%
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667
$11K 0.01%
80
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668
$11K 0.01%
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669
$11K 0.01%
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670
$11K 0.01%
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$11K 0.01%
121
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672
$11K 0.01%
120
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673
$11K 0.01%
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674
$11K 0.01%
+160
675
$11K 0.01%
+296
25 26
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