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
$114M
AUM Growth
+$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$521K
2
+$463K
3
+$395K
4
VB icon
Vanguard Small-Cap ETF
VB
+$230K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$177K

Top Sells

1
+$83.4K
2
+$74.6K
3
+$65.4K
4
JNJ icon
Johnson & Johnson
JNJ
+$54.8K
5
DIOD icon
Diodes
DIOD
+$51.6K

Sector Composition

1 Technology 20.98%
2 Healthcare 10.2%
3 Financials 9.34%
4 Communication Services 6.06%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54.7K 0.05%
492
227
$53.9K 0.05%
857
-349
228
$53.2K 0.05%
109
229
$52.2K 0.05%
214
+4
230
$52.1K 0.05%
461
231
$52K 0.05%
342
-162
232
$51.7K 0.05%
+585
233
$51.6K 0.05%
413
+12
234
$51.5K 0.05%
497
-42
235
$51.1K 0.04%
416
+200
236
$50.7K 0.04%
335
237
$50.1K 0.04%
86
-47
238
$50K 0.04%
954
+18
239
$49.9K 0.04%
804
240
$49.5K 0.04%
2,254
241
$49.4K 0.04%
241
+4
242
$49.3K 0.04%
4,245
+2,393
243
$48.8K 0.04%
1,007
244
$48.7K 0.04%
1,079
+18
245
$48.3K 0.04%
178
+9
246
$48K 0.04%
132
+3
247
$47.7K 0.04%
240
248
$47.6K 0.04%
191
+4
249
$47.6K 0.04%
646
+21
250
$46.7K 0.04%
556
+12
8 9
10
11 12