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
476
$18.3K 0.02%
136
-1,130
477
$18.3K 0.02%
+2,582
478
$18.3K 0.02%
130
-245
479
$18.3K 0.02%
1,187
480
$18.2K 0.02%
101
-370
481
$18.1K 0.02%
185
482
$18.1K 0.02%
1,125
483
$17.9K 0.02%
283
484
$17.9K 0.02%
923
485
$17.9K 0.02%
168
486
$17.9K 0.02%
239
487
$17.8K 0.02%
224
-1,176
488
$17.6K 0.02%
99
489
$17.6K 0.02%
116
490
$17.5K 0.02%
530
491
$17.5K 0.02%
105
492
$17.4K 0.02%
759
493
$17.4K 0.02%
211
494
$17.3K 0.02%
11
495
$17.3K 0.02%
233
496
$17.2K 0.02%
77
-1,093
497
$17.2K 0.02%
144
498
$17.2K 0.02%
+635
499
$17.2K 0.02%
200
500
$17.1K 0.02%
52