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
576
$13.3K 0.01%
714
577
$13.3K 0.01%
1,625
578
$13.3K 0.01%
838
579
$13.2K 0.01%
222
580
$13.2K 0.01%
280
581
$13.1K 0.01%
276
582
$13.1K 0.01%
201
583
$13K 0.01%
1,445
584
$13K 0.01%
338
585
$13K 0.01%
339
586
$12.9K 0.01%
506
587
$12.9K 0.01%
3,840
-969
588
$12.7K 0.01%
356
589
$12.7K 0.01%
254
590
$12.7K 0.01%
150
591
$12.6K 0.01%
158
592
$12.6K 0.01%
62
593
$12.6K 0.01%
247
594
$12.4K 0.01%
919
595
$12.4K 0.01%
400
596
$12.3K 0.01%
113
597
$12.3K 0.01%
757
598
$12.1K 0.01%
865
599
$11.9K 0.01%
264
600
$11.8K 0.01%
238