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
251
$42.2K 0.04%
187
252
$41.2K 0.04%
1,061
253
$41.2K 0.04%
357
+206
254
$40.9K 0.04%
625
255
$40.8K 0.04%
+238
256
$40.4K 0.04%
697
257
$40.3K 0.04%
237
258
$40.2K 0.04%
210
259
$40K 0.04%
260
260
$39.8K 0.04%
1,390
261
$39.1K 0.04%
169
262
$38.7K 0.04%
90
263
$38.7K 0.04%
+1,158
264
$38.6K 0.04%
830
265
$38.5K 0.04%
13
266
$38.3K 0.04%
704
267
$38K 0.04%
540
268
$37.9K 0.04%
278
269
$37.8K 0.04%
1,989
270
$37.3K 0.04%
818
271
$37.1K 0.04%
129
272
$36.8K 0.03%
484
-246
273
$36.8K 0.03%
314
274
$36.7K 0.03%
607
275
$36.7K 0.03%
283
9 10
11
12 13