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
$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
1
$14.2M 10.54%
204,532
-15,103
2
$12.8M 9.46%
119,048
+15,594
3
$8.24M 6.11%
47,184
+10,484
4
$5.08M 3.77%
16,467
+5,113
5
$4.86M 3.6%
44,800
6
$3.34M 2.48%
20,480
+5,860
7
$2.8M 2.08%
20,040
+3,740
8
$2.42M 1.79%
5,817
-803
9
$2.24M 1.66%
16,418
+1,834
10
$2.16M 1.6%
26,312
+1,801
11
$2.11M 1.57%
42,646
+2,807
12
$2.03M 1.51%
18,520
13
$1.74M 1.29%
7,808
+1,613
14
$1.63M 1.21%
7,668
+288
15
$1.52M 1.13%
12,821
+1,017
16
$1.37M 1.01%
9,820
+4,000
17
$1.35M 1%
7,629
+1,624
18
$1.34M 0.99%
2,629
+649
19
$1.29M 0.95%
7,938
+786
20
$1.24M 0.92%
22,308
+2,738
21
$1.22M 0.9%
4,047
-220
22
$1.14M 0.85%
11,273
+863
23
$1.09M 0.81%
1,427
+95
24
$1.05M 0.78%
2,533
+135
25
$1.03M 0.77%
22,880
+5,116
1
2 3 4 5