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
126
$126K 0.12%
3,165
127
$125K 0.12%
624
128
$125K 0.12%
2,333
129
$123K 0.12%
2,527
130
$122K 0.12%
10,612
131
$122K 0.12%
397
132
$122K 0.12%
587
133
$121K 0.11%
4,542
134
$120K 0.11%
792
135
$120K 0.11%
+2,464
136
$119K 0.11%
477
137
$117K 0.11%
149
138
$117K 0.11%
1,053
-322
139
$117K 0.11%
1,750
140
$116K 0.11%
1,879
141
$116K 0.11%
517
142
$116K 0.11%
1,090
143
$116K 0.11%
209
+70
144
$114K 0.11%
1,728
145
$114K 0.11%
108
+34
146
$108K 0.1%
691
147
$108K 0.1%
344
148
$107K 0.1%
772
149
$106K 0.1%
1,673
150
$106K 0.1%
140
-58
4 5
6
7 8