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
326
$27.5K 0.03%
207
327
$27.4K 0.03%
302
328
$27.4K 0.03%
149
329
$27.2K 0.03%
257
330
$27.2K 0.03%
250
331
$27.2K 0.03%
+216
332
$27.1K 0.03%
493
333
$27.1K 0.03%
187
334
$27.1K 0.03%
508
335
$27K 0.03%
713
336
$26.9K 0.03%
209
337
$26.9K 0.03%
127
338
$26.8K 0.03%
207
339
$26.8K 0.03%
366
340
$26.7K 0.03%
97
341
$26.7K 0.03%
360
342
$26.6K 0.03%
342
343
$26.6K 0.03%
251
344
$26.6K 0.03%
2,602
345
$26.5K 0.03%
+439
346
$26.4K 0.03%
1,375
347
$26.4K 0.03%
624
348
$26.2K 0.02%
194
349
$26.2K 0.02%
231
350
$26K 0.02%
179