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
276
$39.3K 0.03%
1,290
277
$39.2K 0.03%
1,950
278
$39.1K 0.03%
323
+9
279
$38.5K 0.03%
248
280
$38.4K 0.03%
1,135
-461
281
$38.3K 0.03%
519
+15
282
$38.3K 0.03%
121
+2
283
$38K 0.03%
848
+18
284
$37.8K 0.03%
169
+107
285
$37.5K 0.03%
71
-27
286
$37.3K 0.03%
162
+8
287
$37.2K 0.03%
285
+12
288
$37.1K 0.03%
1,851
289
$36.8K 0.03%
262
+5
290
$36.1K 0.03%
1,996
291
$35.9K 0.03%
188
+6
292
$35.8K 0.03%
159
+4
293
$35.7K 0.03%
126
-70
294
$35.6K 0.03%
44
+1
295
$35.4K 0.03%
195
+8
296
$35.4K 0.03%
198
297
$35.2K 0.03%
+544
298
$34.9K 0.03%
224
+6
299
$34.8K 0.03%
293
+7
300
$34.8K 0.03%
317
+10
10 11
12
13 14