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
151
$88K 0.08%
344
+72
152
$88K 0.08%
2,603
-243
153
$87K 0.08%
219
+51
154
$86K 0.08%
131
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155
$85K 0.07%
1,617
156
$84K 0.07%
1,400
157
$83K 0.07%
686
+316
158
$83K 0.07%
1,400
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159
$82K 0.07%
340
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160
$80K 0.07%
313
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161
$77K 0.07%
421
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162
$76K 0.07%
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163
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165
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654
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$74K 0.06%
1,669
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167
$74K 0.06%
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$73K 0.06%
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169
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$71K 0.06%
290
171
$70K 0.06%
264
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$70K 0.06%
1,269
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173
$68K 0.06%
1,232
174
$68K 0.06%
1,445
175
$67K 0.06%
5,389