RT

Rockland Trust Portfolio holdings

AUM $2.5B
1-Year Est. Return 14.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.3M
3
+$19.9M
4
NVDA icon
NVIDIA
NVDA
+$19M
5
AAPL icon
Apple
AAPL
+$17.2M

Top Sells

1
+$23.9M
2
+$8.51M
3
+$3.12M
4
GLD icon
SPDR Gold Trust
GLD
+$2.61M
5
JPM icon
JPMorgan Chase
JPM
+$2.58M

Sector Composition

1 Technology 16.84%
2 Financials 13.86%
3 Healthcare 8.86%
4 Communication Services 8.04%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$250K 0.01%
5,000
277
$250K 0.01%
509
278
$249K 0.01%
770
+3
279
$246K 0.01%
650
280
$243K 0.01%
525
281
$237K 0.01%
1,850
282
$235K 0.01%
+3,492
283
$232K 0.01%
894
284
$231K 0.01%
+3,174
285
$229K 0.01%
1,376
286
$222K 0.01%
452
287
$217K 0.01%
165
288
$215K 0.01%
+353
289
$215K 0.01%
2,194
-256
290
$210K 0.01%
1,288
-112
291
$210K 0.01%
+16,739
292
$209K 0.01%
848
-138
293
$208K 0.01%
1,873
+7
294
$207K 0.01%
+824
295
$203K 0.01%
+3,010
296
$200K 0.01%
+1,411
297
$141K 0.01%
+10,356
298
$133K 0.01%
10,969
299
$65.2K ﹤0.01%
+10,000
300
$54.7K ﹤0.01%
14,750
9 10 11
12
13