RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
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
451
$19.3K 0.02%
234
452
$19.2K 0.02%
121
453
$19.1K 0.02%
115
454
$19.1K 0.02%
442
455
$19.1K 0.02%
340
456
$19.1K 0.02%
1,452
457
$18.9K 0.02%
45
458
$18.9K 0.02%
225
459
$18.9K 0.02%
426
460
$18.9K 0.02%
419
461
$18.9K 0.02%
42
462
$18.9K 0.02%
360
463
$18.8K 0.02%
268
464
$18.8K 0.02%
87
465
$18.8K 0.02%
+1,779
466
$18.7K 0.02%
419
467
$18.7K 0.02%
433
468
$18.6K 0.02%
796
469
$18.6K 0.02%
105
470
$18.6K 0.02%
448
471
$18.6K 0.02%
136
472
$18.6K 0.02%
341
473
$18.5K 0.02%
+2,161
474
$18.5K 0.02%
308
475
$18.3K 0.02%
584