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
101
$166K 0.16%
489
102
$165K 0.16%
1,582
103
$162K 0.15%
485
104
$159K 0.15%
2,362
-60
105
$158K 0.15%
1,119
106
$158K 0.15%
4,501
107
$158K 0.15%
971
108
$154K 0.15%
1,434
109
$152K 0.14%
955
-242
110
$152K 0.14%
255
-420
111
$147K 0.14%
687
112
$146K 0.14%
980
113
$145K 0.14%
824
114
$145K 0.14%
1,867
115
$145K 0.14%
1,196
116
$144K 0.14%
675
117
$142K 0.13%
890
118
$141K 0.13%
1,935
119
$139K 0.13%
+1,934
120
$135K 0.13%
1,357
121
$131K 0.12%
160
122
$129K 0.12%
541
123
$128K 0.12%
803
-356
124
$128K 0.12%
3,295
125
$127K 0.12%
2,993