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
351
$25.9K 0.02%
68
352
$25.8K 0.02%
170
353
$25.6K 0.02%
182
354
$25.4K 0.02%
248
355
$25.4K 0.02%
43
356
$25.2K 0.02%
221
357
$25.1K 0.02%
180
358
$25.1K 0.02%
102
359
$25.1K 0.02%
154
360
$25.1K 0.02%
400
361
$24.9K 0.02%
856
362
$24.9K 0.02%
1,253
363
$24.8K 0.02%
111
364
$24.7K 0.02%
103
365
$24.5K 0.02%
1,916
366
$24.2K 0.02%
176
367
$24K 0.02%
684
368
$23.9K 0.02%
969
369
$23.9K 0.02%
217
370
$23.8K 0.02%
185
371
$23.8K 0.02%
231
372
$23.7K 0.02%
484
373
$23.7K 0.02%
616
374
$23.4K 0.02%
158
375
$23.4K 0.02%
221