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
126
$131K 0.1%
1,537
+493
127
$131K 0.1%
301
+68
128
$129K 0.1%
+2,669
129
$128K 0.09%
1,600
+469
130
$127K 0.09%
525
+419
131
$126K 0.09%
1,133
+947
132
$126K 0.09%
1,441
+266
133
$123K 0.09%
+1,124
134
$121K 0.09%
624
+424
135
$121K 0.09%
487
+147
136
$121K 0.09%
+898
137
$120K 0.09%
922
+472
138
$119K 0.09%
891
+158
139
$116K 0.09%
622
+453
140
$115K 0.09%
3,071
+1,196
141
$114K 0.08%
+3,050
142
$114K 0.08%
830
+180
143
$113K 0.08%
1,400
+227
144
$113K 0.08%
825
145
$108K 0.08%
+1,151
146
$106K 0.08%
801
+147
147
$104K 0.08%
1,058
148
$103K 0.08%
+893
149
$103K 0.08%
411
+144
150
$100K 0.07%
+468
4 5
6
7 8