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
701
$12K 0.01%
+252
702
$12K 0.01%
+2,553
703
$11K 0.01%
+211
704
$11K 0.01%
+95
705
$11K 0.01%
+176
706
$11K 0.01%
72
707
$11K 0.01%
403
708
$10K 0.01%
819
709
$9K 0.01%
161
710
$9K 0.01%
+228
711
$9K 0.01%
187
712
$8K 0.01%
27
713
$7K 0.01%
135
714
$4K ﹤0.01%
65
715
$3K ﹤0.01%
44
716
$3K ﹤0.01%
8
717
$2K ﹤0.01%
40
718
$0 ﹤0.01%
+12
719
$0 ﹤0.01%
11
720
– –
-2,259
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