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
$106M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$729K
3
+$662K
4
VV icon
Vanguard Large-Cap ETF
VV
+$632K
5
TSLA icon
Tesla
TSLA
+$171K

Top Sells

1
+$2.34M
2
+$2.13M
3
+$2.08M
4
AMZN icon
Amazon
AMZN
+$1.94M
5
LLY icon
Eli Lilly
LLY
+$1.76M

Sector Composition

1 Technology 22.22%
2 Healthcare 10.45%
3 Financials 9.14%
4 Communication Services 6.44%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.3K 0.05%
461
227
$48.6K 0.05%
905
228
$48.3K 0.05%
452
229
$48.2K 0.05%
611
230
$48.2K 0.05%
3,842
231
$48K 0.05%
548
232
$48K 0.05%
558
233
$47.5K 0.05%
280
+140
234
$47.4K 0.04%
1,559
235
$47.3K 0.04%
401
236
$46.8K 0.04%
105
237
$46.1K 0.04%
1,821
238
$46K 0.04%
126
239
$45.8K 0.04%
170
240
$45.4K 0.04%
367
241
$45.3K 0.04%
1,596
242
$44.5K 0.04%
+119
243
$43.8K 0.04%
338
244
$43.5K 0.04%
80
245
$43.3K 0.04%
113
246
$43.1K 0.04%
1,154
247
$42.9K 0.04%
1,007
248
$42.7K 0.04%
98
249
$42.6K 0.04%
804
250
$42.4K 0.04%
240
-1,580
8 9
10
11 12