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
176
$68K 0.05%
+318
177
$68K 0.05%
150
178
$68K 0.05%
329
-9
179
$67K 0.05%
601
+437
180
$67K 0.05%
279
+82
181
$66K 0.05%
+401
182
$66K 0.05%
+360
183
$65K 0.05%
469
+191
184
$65K 0.05%
290
+173
185
$65K 0.05%
785
+169
186
$65K 0.05%
+345
187
$64K 0.05%
1,390
188
$63K 0.05%
+264
189
$63K 0.05%
803
190
$63K 0.05%
3,351
+1,852
191
$63K 0.05%
222
+110
192
$62K 0.05%
+245
193
$62K 0.05%
+527
194
$62K 0.05%
+468
195
$62K 0.05%
942
+529
196
$62K 0.05%
414
197
$61K 0.05%
1,078
+479
198
$60K 0.04%
+122
199
$60K 0.04%
1,078
200
$59K 0.04%
+1,100
6 7
8
9 10