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
151
$99K 0.07%
2,846
+421
152
$97K 0.07%
772
153
$95K 0.07%
334
+69
154
$95K 0.07%
410
+123
155
$94K 0.07%
168
+39
156
$93K 0.07%
272
+43
157
$92K 0.07%
1,617
158
$90K 0.07%
122
+64
159
$83K 0.06%
822
+462
160
$83K 0.06%
1,445
+514
161
$83K 0.06%
700
+373
162
$82K 0.06%
1,176
163
$81K 0.06%
+1,425
164
$80K 0.06%
606
+175
165
$80K 0.06%
1,797
+513
166
$79K 0.06%
1,232
+536
167
$78K 0.06%
489
+133
168
$74K 0.05%
1,455
+482
169
$72K 0.05%
351
+151
170
$71K 0.05%
794
+294
171
$71K 0.05%
+640
172
$71K 0.05%
833
+213
173
$70K 0.05%
+433
174
$69K 0.05%
+1,322
175
$69K 0.05%
+892
5 6
7
8 9