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
51
$453K 0.39%
834
+113
52
$442K 0.39%
1,028
+33
53
$431K 0.38%
1,919
+262
54
$424K 0.37%
3,369
-245
55
$396K 0.35%
5,137
56
$386K 0.34%
1,414
+256
57
$363K 0.32%
7,156
-1,990
58
$353K 0.31%
2,236
+366
59
$349K 0.3%
3,346
+368
60
$349K 0.3%
7,367
+1,252
61
$338K 0.29%
4,728
62
$334K 0.29%
1,435
63
$318K 0.28%
3,763
64
$317K 0.28%
2,445
65
$306K 0.27%
3,162
66
$304K 0.26%
3,382
67
$288K 0.25%
5,625
+436
68
$287K 0.25%
5,306
+444
69
$286K 0.25%
782
-100
70
$280K 0.24%
2,045
+71
71
$278K 0.24%
1,922
+412
72
$273K 0.24%
6,738
+1,101
73
$272K 0.24%
705
+10
74
$271K 0.24%
1,209
-444
75
$264K 0.23%
1,718
+394
1 2
3
4 5