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
501
$17.1K 0.02%
1,250
502
$17.1K 0.02%
723
503
$17.1K 0.02%
148
504
$17.1K 0.02%
4,269
505
$17.1K 0.02%
506
506
$17K 0.02%
53
507
$17K 0.02%
315
508
$17K 0.02%
68
509
$16.9K 0.02%
107
510
$16.9K 0.02%
554
511
$16.9K 0.02%
180
512
$16.7K 0.02%
64
513
$16.7K 0.02%
82
514
$16.7K 0.02%
185
515
$16.6K 0.02%
67
516
$16.6K 0.02%
150
517
$16.5K 0.02%
648
518
$16.4K 0.02%
164
-150
519
$16.4K 0.02%
3,328
520
$16.4K 0.02%
130
521
$16.4K 0.02%
734
522
$16.4K 0.02%
282
523
$16.3K 0.02%
364
524
$16.3K 0.02%
1,222
525
$16.2K 0.02%
+155