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
526
$16.2K 0.02%
448
527
$16.1K 0.02%
328
528
$16K 0.02%
80
-229
529
$16K 0.02%
133
530
$15.9K 0.02%
265
531
$15.9K 0.02%
1,246
532
$15.8K 0.02%
414
533
$15.7K 0.01%
385
534
$15.7K 0.01%
212
535
$15.7K 0.01%
85
536
$15.6K 0.01%
5,034
537
$15.5K 0.01%
1,284
-1,936
538
$15.5K 0.01%
166
-620
539
$15.4K 0.01%
130
540
$15.4K 0.01%
201
-421
541
$15.3K 0.01%
302
542
$15.2K 0.01%
270
543
$15.2K 0.01%
166
544
$15.2K 0.01%
+110
545
$15.1K 0.01%
60
546
$15.1K 0.01%
89
547
$15K 0.01%
+85
548
$15K 0.01%
189
549
$14.9K 0.01%
262
550
$14.9K 0.01%
653
20 21
22
23 24