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
101
$204K 0.15%
3,973
102
$203K 0.15%
2,813
+480
103
$191K 0.14%
1,924
+1,042
104
$189K 0.14%
1,326
+196
105
$183K 0.14%
433
+47
106
$177K 0.13%
531
+111
107
$169K 0.13%
2,842
+1,012
108
$166K 0.12%
1,200
+194
109
$161K 0.12%
1,947
+1,171
110
$157K 0.12%
4,257
+569
111
$156K 0.12%
4,290
+575
112
$153K 0.11%
1,196
113
$152K 0.11%
321
+77
114
$148K 0.11%
3,348
+878
115
$147K 0.11%
444
+244
116
$147K 0.11%
1,351
+262
117
$146K 0.11%
+432
118
$140K 0.1%
2,520
119
$139K 0.1%
+2,243
120
$139K 0.1%
10,612
121
$137K 0.1%
802
+402
122
$137K 0.1%
1,675
+352
123
$136K 0.1%
5,459
124
$135K 0.1%
1,086
+371
125
$133K 0.1%
550
+109
3 4
5
6 7