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
676
$13K 0.01%
+423
677
$13K 0.01%
+44
678
$13K 0.01%
+209
679
$13K 0.01%
+552
680
$13K 0.01%
+82
681
$13K 0.01%
+257
682
$13K 0.01%
+104
683
$13K 0.01%
+251
684
$13K 0.01%
+109
685
$13K 0.01%
+64
686
$13K 0.01%
+4,252
687
$13K 0.01%
53
688
$13K 0.01%
+81
689
$13K 0.01%
+2,303
690
$13K 0.01%
+517
691
$12K 0.01%
384
692
$12K 0.01%
+98
693
$12K 0.01%
+147
694
$12K 0.01%
+172
695
$12K 0.01%
+397
696
$12K 0.01%
+37
697
$12K 0.01%
+229
698
$12K 0.01%
+306
699
$12K 0.01%
+111
700
$12K 0.01%
+71
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