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
376
$23.4K 0.02%
48
377
$23.3K 0.02%
43
378
$23.2K 0.02%
80
379
$23K 0.02%
180
380
$22.9K 0.02%
313
381
$22.8K 0.02%
808
382
$22.8K 0.02%
1,101
383
$22.8K 0.02%
3
384
$22.7K 0.02%
274
385
$22.7K 0.02%
476
386
$22.4K 0.02%
392
387
$22.4K 0.02%
75
388
$22.3K 0.02%
98
389
$22.1K 0.02%
574
390
$22.1K 0.02%
82
391
$22.1K 0.02%
3,377
392
$22K 0.02%
101
393
$22K 0.02%
57
394
$22K 0.02%
162
395
$22K 0.02%
631
396
$21.9K 0.02%
116
397
$21.9K 0.02%
98
398
$21.8K 0.02%
567
399
$21.6K 0.02%
107
400
$21.5K 0.02%
+407