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
51
$390K 0.37%
3,386
52
$380K 0.36%
1,105
53
$369K 0.35%
1,864
+866
54
$356K 0.34%
2,406
-5,340
55
$351K 0.33%
2,536
56
$334K 0.32%
756
57
$330K 0.31%
1,908
58
$329K 0.31%
4,086
59
$319K 0.3%
4,716
60
$318K 0.3%
2,031
61
$314K 0.3%
1,006
62
$294K 0.28%
1,257
+70
63
$289K 0.27%
7,003
64
$282K 0.27%
2,653
65
$280K 0.27%
7,149
66
$277K 0.26%
612
67
$267K 0.25%
3,295
-100
68
$264K 0.25%
475
69
$257K 0.24%
65
-320
70
$255K 0.24%
13,368
+592
71
$253K 0.24%
1,666
72
$250K 0.24%
6,308
73
$247K 0.23%
3,201
74
$241K 0.23%
3,094
-40
75
$234K 0.22%
1,110