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
26
$837K 0.79%
3,796
27
$778K 0.74%
15,525
28
$737K 0.7%
1,811
29
$729K 0.69%
+12,097
30
$719K 0.68%
3,297
+152
31
$631K 0.6%
2,661
32
$612K 0.58%
1
33
$608K 0.58%
21,741
+4,265
34
$574K 0.54%
3,479
35
$572K 0.54%
632
-1,945
36
$561K 0.53%
11,238
-12,000
37
$558K 0.53%
1,096
-1,618
38
$551K 0.52%
3,341
39
$521K 0.49%
1,986
-34
40
$513K 0.49%
651
-505
41
$474K 0.45%
1,861
42
$456K 0.43%
2,289
43
$454K 0.43%
830
44
$442K 0.42%
9,309
-15,600
45
$426K 0.4%
912
46
$419K 0.4%
3,659
-979
47
$406K 0.39%
5,515
48
$404K 0.38%
3,408
49
$401K 0.38%
3,763
50
$395K 0.37%
3,829