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
676
$11K 0.01%
+96
677
$11K 0.01%
126
-53
678
$11K 0.01%
101
-162
679
$11K 0.01%
866
-177
680
$11K 0.01%
348
+96
681
$11K 0.01%
+214
682
$11K 0.01%
+322
683
$10K 0.01%
677
684
$10K 0.01%
+108
685
$10K 0.01%
+1,017
686
$10K 0.01%
389
+122
687
$10K 0.01%
+1,105
688
$10K 0.01%
+268
689
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+347
690
$10K 0.01%
377
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691
$10K 0.01%
53
692
$10K 0.01%
+3,252
693
$9K 0.01%
72
694
$8K 0.01%
161
695
$8K 0.01%
187
696
$7K 0.01%
210
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697
$6K 0.01%
135
698
$6K 0.01%
27
699
$5K ﹤0.01%
819
700
$4K ﹤0.01%
65
26 27
28
29 30