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
126
$132K 0.12%
+460
127
$132K 0.12%
335
+14
128
$131K 0.11%
10,612
129
$129K 0.11%
1,366
-118
130
$128K 0.11%
525
131
$125K 0.11%
1,603
+3
132
$124K 0.11%
2,520
133
$123K 0.11%
2,678
+1,681
134
$123K 0.11%
1,537
135
$123K 0.11%
914
+493
136
$122K 0.11%
611
-193
137
$116K 0.1%
301
138
$116K 0.1%
1,212
+512
139
$112K 0.1%
769
+368
140
$109K 0.1%
1,058
141
$106K 0.09%
3,634
+563
142
$104K 0.09%
222
+120
143
$103K 0.09%
427
+198
144
$103K 0.09%
772
145
$101K 0.09%
449
+38
146
$99K 0.09%
825
147
$99K 0.09%
+1,889
148
$92K 0.08%
2,470
-878
149
$92K 0.08%
830
150
$91K 0.08%
356
+111