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
276
$36.3K 0.03%
544
277
$36.1K 0.03%
321
278
$35.8K 0.03%
161
279
$35.2K 0.03%
154
280
$34.9K 0.03%
527
+320
281
$34.9K 0.03%
155
-172
282
$34.8K 0.03%
+244
283
$34.8K 0.03%
65
284
$34.4K 0.03%
233
285
$34.1K 0.03%
1,297
286
$33.9K 0.03%
248
287
$33.6K 0.03%
257
288
$33.6K 0.03%
288
289
$33.5K 0.03%
286
290
$33.3K 0.03%
630
291
$33K 0.03%
357
292
$32.9K 0.03%
181
293
$32.5K 0.03%
1,851
294
$32.1K 0.03%
977
295
$31.9K 0.03%
504
296
$31.7K 0.03%
+232
297
$31.7K 0.03%
297
298
$31.6K 0.03%
1,950
+1,001
299
$31.6K 0.03%
113
300
$31.6K 0.03%
198