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
201
$58K 0.04%
+255
202
$58K 0.04%
370
203
$58K 0.04%
+193
204
$58K 0.04%
292
205
$58K 0.04%
801
+607
206
$57K 0.04%
229
+125
207
$56K 0.04%
+102
208
$55K 0.04%
+436
209
$55K 0.04%
976
+813
210
$55K 0.04%
2,220
211
$54K 0.04%
+197
212
$54K 0.04%
+421
213
$53K 0.04%
+997
214
$53K 0.04%
1,784
+1,200
215
$53K 0.04%
1,125
216
$52K 0.04%
909
+350
217
$52K 0.04%
+74
218
$51K 0.04%
+157
219
$51K 0.04%
+426
220
$51K 0.04%
581
221
$51K 0.04%
590
+358
222
$51K 0.04%
+194
223
$50K 0.04%
+131
224
$49K 0.04%
449
-462
225
$48K 0.04%
+2,863
7 8
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