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
151
$104K 0.1%
1,168
152
$103K 0.1%
344
153
$103K 0.1%
1,494
-1,830
154
$102K 0.1%
2,764
155
$102K 0.1%
1,710
156
$101K 0.1%
1,522
157
$99.1K 0.09%
1,049
158
$98.3K 0.09%
324
159
$98.3K 0.09%
948
160
$96.7K 0.09%
2,539
161
$95.5K 0.09%
551
-150
162
$95K 0.09%
+592
163
$93.6K 0.09%
1,441
-3,210
164
$91.7K 0.09%
504
-1,293
165
$90.9K 0.09%
194
166
$88.6K 0.08%
1,197
167
$87.3K 0.08%
264
168
$87.2K 0.08%
887
169
$87.2K 0.08%
792
170
$85.2K 0.08%
563
171
$81.7K 0.08%
841
-581
172
$81.3K 0.08%
2,512
173
$80.4K 0.08%
608
-117
174
$79K 0.07%
306
175
$77.9K 0.07%
2,329
5 6
7
8 9