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
201
$62.8K 0.06%
520
202
$62K 0.06%
+196
203
$61.7K 0.06%
242
204
$59K 0.06%
340
205
$58.1K 0.06%
332
206
$57.9K 0.05%
+148
207
$57.7K 0.05%
114
-112
208
$55.9K 0.05%
174
209
$55.8K 0.05%
99
210
$54.8K 0.05%
492
211
$54.6K 0.05%
269
212
$54.5K 0.05%
241
-808
213
$54.1K 0.05%
60
214
$53.1K 0.05%
91
215
$52.3K 0.05%
550
216
$52.2K 0.05%
109
217
$51.6K 0.05%
718
218
$51.5K 0.05%
+305
219
$51.2K 0.05%
813
-163
220
$51.1K 0.05%
197
221
$50.7K 0.05%
936
-7,024
222
$50.6K 0.05%
798
223
$50.5K 0.05%
30
224
$50.4K 0.05%
335
225
$49.5K 0.05%
2,254
7 8
9
10 11