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
51
$437K 0.32%
+16,030
52
$431K 0.32%
1,657
+512
53
$426K 0.32%
721
+278
54
$425K 0.32%
4,728
55
$409K 0.3%
+1,158
56
$403K 0.3%
2,637
+784
57
$402K 0.3%
882
+338
58
$391K 0.29%
2,978
+302
59
$387K 0.29%
4,568
+1,348
60
$379K 0.28%
870
+65
61
$378K 0.28%
1,974
+359
62
$375K 0.28%
5,137
+1,525
63
$367K 0.27%
2,784
+626
64
$349K 0.26%
3,162
65
$348K 0.26%
8,432
+4,802
66
$347K 0.26%
2,445
+143
67
$347K 0.26%
6,115
+1,024
68
$347K 0.26%
6,521
+1,081
69
$345K 0.26%
1,870
+320
70
$338K 0.25%
3,382
+974
71
$335K 0.25%
12,132
72
$334K 0.25%
695
+162
73
$331K 0.25%
1,435
+110
74
$330K 0.24%
3,763
75
$329K 0.24%
5,189
1 2
3
4 5