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
76
$230K 0.22%
524
77
$229K 0.22%
340
+46
78
$222K 0.21%
739
79
$212K 0.2%
3,849
80
$208K 0.2%
174
81
$206K 0.2%
313
82
$204K 0.19%
3,773
83
$203K 0.19%
457
84
$199K 0.19%
167
85
$196K 0.19%
3,701
86
$193K 0.18%
1,370
87
$193K 0.18%
4,636
+1,388
88
$191K 0.18%
973
-2,390
89
$190K 0.18%
2,629
90
$188K 0.18%
2,555
91
$188K 0.18%
1,865
92
$185K 0.18%
1,840
93
$184K 0.17%
2,595
+747
94
$182K 0.17%
1,171
95
$173K 0.16%
552
-3,330
96
$172K 0.16%
445
97
$171K 0.16%
666
-3,040
98
$169K 0.16%
3,165
99
$167K 0.16%
1,634
-320
100
$167K 0.16%
390
-2,994