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
251
$46.4K 0.04%
173
+3
252
$46.1K 0.04%
283
+5
253
$46K 0.04%
93
+2
254
$45.9K 0.04%
80
255
$45.5K 0.04%
+475
256
$45.4K 0.04%
1,178
+24
257
$45.4K 0.04%
90
258
$44.4K 0.04%
1,184
+26
259
$44.3K 0.04%
458
+6
260
$43.8K 0.04%
858
+40
261
$43.5K 0.04%
345
+7
262
$43.5K 0.04%
1,297
263
$43K 0.04%
704
264
$43K 0.04%
264
+4
265
$42.9K 0.04%
832
+19
266
$42.8K 0.04%
288
+5
267
$42.6K 0.04%
555
+15
268
$41.7K 0.04%
1,408
+18
269
$41.2K 0.04%
649
+19
270
$41K 0.04%
13
271
$40.8K 0.04%
288
272
$40.4K 0.04%
2,602
273
$40.2K 0.04%
460
-151
274
$39.9K 0.04%
66
+1
275
$39.8K 0.03%
365
+8
9 10
11
12 13