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
301
$34.7K 0.03%
297
302
$34.6K 0.03%
1,512
303
$34.1K 0.03%
325
+6
304
$34.1K 0.03%
207
305
$34K 0.03%
396
306
$33.8K 0.03%
187
+6
307
$33.6K 0.03%
136
308
$33.3K 0.03%
185
+5
309
$33.2K 0.03%
621
+257
310
$32.8K 0.03%
350
+8
311
$32.8K 0.03%
117
+4
312
$32.7K 0.03%
1,253
313
$32.5K 0.03%
239
+6
314
$32.4K 0.03%
366
315
$32.4K 0.03%
684
316
$31.8K 0.03%
215
+6
317
$31.8K 0.03%
977
318
$31.6K 0.03%
+298
319
$31K 0.03%
463
+232
320
$30.8K 0.03%
130
+3
321
$30.7K 0.03%
493
322
$30.6K 0.03%
312
+10
323
$30.5K 0.03%
142
324
$30.4K 0.03%
217
325
$30.2K 0.03%
111