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
176
$813K 0.03%
9,700
-150
177
$813K 0.03%
6,799
-2
178
$777K 0.03%
9,885
+568
179
$772K 0.03%
5,418
+147
180
$771K 0.03%
30,132
181
$770K 0.03%
15,907
-81
182
$769K 0.03%
9,903
183
$765K 0.03%
3,106
184
$759K 0.03%
6,662
185
$754K 0.03%
8,410
+207
186
$754K 0.03%
+1
187
$736K 0.03%
1,474
+166
188
$724K 0.03%
3,350
-100
189
$723K 0.03%
9,557
-658
190
$707K 0.03%
+4,800
191
$703K 0.03%
38,730
+11,862
192
$702K 0.03%
14,191
-1,361
193
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1,552
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194
$688K 0.03%
5,556
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195
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+2,205
196
$675K 0.03%
+3,940
197
$673K 0.03%
8,811
198
$669K 0.03%
23,985
-141
199
$642K 0.03%
4,594
-193
200
$632K 0.03%
3,104
+1,164
6 7
8
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