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
201
$629K 0.03%
2,642
+1,205
202
$628K 0.03%
+2,471
203
$610K 0.03%
18,153
+696
204
$608K 0.02%
10,181
+2,643
205
$607K 0.02%
11,606
-340
206
$597K 0.02%
13,320
+166
207
$587K 0.02%
9,256
-475
208
$571K 0.02%
2,260
-200
209
$569K 0.02%
+7,122
210
$566K 0.02%
+5,124
211
$564K 0.02%
48,604
212
$551K 0.02%
+3,912
213
$538K 0.02%
3,650
-439
214
$536K 0.02%
+6,400
215
$528K 0.02%
+8,633
216
$521K 0.02%
4,996
217
$496K 0.02%
10,556
-6,233
218
$493K 0.02%
1,765
-186
219
$469K 0.02%
+4,956
220
$462K 0.02%
9,994
-8,632
221
$459K 0.02%
+15,066
222
$458K 0.02%
14,588
-1,775
223
$456K 0.02%
1,752
224
$439K 0.02%
6,168
-400
225
$437K 0.02%
1,266
7 8
9
10 11