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
76
$329K 0.24%
1,203
+433
77
$289K 0.21%
3,175
+785
78
$284K 0.21%
1,904
+204
79
$280K 0.21%
5,637
+2,676
80
$279K 0.21%
4,862
+472
81
$276K 0.2%
5,900
+2,615
82
$276K 0.2%
8,951
+765
83
$265K 0.2%
1,165
84
$257K 0.19%
1,658
+155
85
$255K 0.19%
3,997
+572
86
$252K 0.19%
2,606
87
$251K 0.19%
7,988
+964
88
$246K 0.18%
1,510
+1,203
89
$245K 0.18%
2,903
+924
90
$243K 0.18%
1,324
+623
91
$239K 0.18%
708
+111
92
$238K 0.18%
1,067
+299
93
$233K 0.17%
1,761
94
$232K 0.17%
+2,812
95
$229K 0.17%
484
+67
96
$225K 0.17%
1,259
+166
97
$217K 0.16%
+608
98
$215K 0.16%
804
+253
99
$210K 0.16%
11,769
+6,188
100
$204K 0.15%
1,484
+1,129
2 3
4
5 6