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
$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
301
$31.5K 0.03%
180
302
$31.1K 0.03%
396
303
$30.7K 0.03%
303
-498
304
$30.6K 0.03%
648
+308
305
$30.4K 0.03%
319
306
$30.1K 0.03%
683
307
$30K 0.03%
307
308
$30K 0.03%
238
309
$29.6K 0.03%
1,512
310
$29.1K 0.03%
218
311
$29K 0.03%
1,290
312
$28.8K 0.03%
92
313
$28.7K 0.03%
273
314
$28.7K 0.03%
165
315
$28.6K 0.03%
136
316
$28.6K 0.03%
142
317
$28.4K 0.03%
+108
318
$28.2K 0.03%
875
319
$28.1K 0.03%
1,996
320
$27.8K 0.03%
43
321
$27.8K 0.03%
271
322
$27.8K 0.03%
68
-233
323
$27.6K 0.03%
2,262
324
$27.5K 0.03%
721
325
$27.5K 0.03%
960
11 12
13
14 15