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
426
$20.1K 0.02%
39
427
$20K 0.02%
184
428
$20K 0.02%
593
429
$20K 0.02%
269
430
$19.9K 0.02%
553
431
$19.9K 0.02%
128
432
$19.8K 0.02%
417
433
$19.8K 0.02%
2,076
434
$19.8K 0.02%
105
435
$19.7K 0.02%
1,852
436
$19.6K 0.02%
197
437
$19.6K 0.02%
129
438
$19.5K 0.02%
1,818
439
$19.5K 0.02%
3,201
440
$19.5K 0.02%
570
441
$19.5K 0.02%
364
442
$19.5K 0.02%
394
443
$19.4K 0.02%
419
444
$19.4K 0.02%
103
445
$19.4K 0.02%
78
446
$19.4K 0.02%
1,935
447
$19.3K 0.02%
1,014
448
$19.3K 0.02%
412
449
$19.3K 0.02%
436
450
$19.3K 0.02%
206