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
176
$77.3K 0.07%
1,127
177
$76.9K 0.07%
860
178
$76.1K 0.07%
180
179
$74.2K 0.07%
1,177
180
$74.2K 0.07%
537
181
$73.7K 0.07%
266
182
$72.4K 0.07%
220
183
$71.2K 0.07%
1,206
-8,466
184
$70.9K 0.07%
539
+212
185
$68.1K 0.06%
+182
186
$67.4K 0.06%
484
187
$67.3K 0.06%
943
188
$66.1K 0.06%
122
189
$65.7K 0.06%
966
190
$65.2K 0.06%
51
191
$64.8K 0.06%
252
-1,325
192
$64.8K 0.06%
290
193
$64.8K 0.06%
255
194
$64.7K 0.06%
31,548
195
$64.2K 0.06%
3,232
196
$64.1K 0.06%
133
197
$63.5K 0.06%
584
198
$63.2K 0.06%
720
199
$63K 0.06%
217
200
$62.9K 0.06%
650
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