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
401
$21.5K 0.02%
245
402
$21.4K 0.02%
1,508
403
$21.4K 0.02%
75
404
$21.4K 0.02%
688
405
$21.3K 0.02%
169
406
$21.3K 0.02%
103
-265
407
$21.2K 0.02%
329
408
$21.2K 0.02%
1,128
409
$21.2K 0.02%
1,441
-3,210
410
$21.1K 0.02%
579
411
$21.1K 0.02%
400
412
$21K 0.02%
87
413
$21K 0.02%
105
414
$21K 0.02%
55
415
$20.9K 0.02%
256
416
$20.8K 0.02%
71
417
$20.7K 0.02%
1,093
418
$20.5K 0.02%
173
419
$20.5K 0.02%
188
420
$20.5K 0.02%
204
421
$20.5K 0.02%
+250
422
$20.3K 0.02%
322
423
$20.3K 0.02%
940
424
$20.2K 0.02%
573
425
$20.1K 0.02%
+602
15 16
17
18 19