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
601
$11.7K 0.01%
38
-386
602
$11.6K 0.01%
181
603
$11.3K 0.01%
90
604
$11.3K 0.01%
257
605
$11.2K 0.01%
2,274
606
$11.2K 0.01%
264
607
$8.04K 0.01%
73
608
$7.61K 0.01%
+196
609
$7.54K 0.01%
1,014
-1,364
610
$5.84K 0.01%
30
611
$4.61K ﹤0.01%
8
612
$3.2K ﹤0.01%
44
613
$3.15K ﹤0.01%
252
614
$3.06K ﹤0.01%
819
615
$2.95K ﹤0.01%
75
616
$1.45K ﹤0.01%
62
617
$1.42K ﹤0.01%
23
618
$1.08K ﹤0.01%
80
619
$988 ﹤0.01%
40
620
$963 ﹤0.01%
108
621
$875 ﹤0.01%
23
622
$788 ﹤0.01%
32
623
$728 ﹤0.01%
11
624
$384 ﹤0.01%
+25
625
– –
-179
23 24
25
26 27