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
326
$30K 0.03%
268
327
$30K 0.03%
250
328
$29.7K 0.03%
969
329
$29.5K 0.03%
+1,277
330
$29.5K 0.03%
2,356
331
$29.5K 0.03%
82
+2
332
$29.4K 0.03%
3
333
$29.1K 0.03%
165
334
$29.1K 0.03%
244
335
$29K 0.03%
501
+17
336
$28.8K 0.03%
184
+4
337
$28.7K 0.03%
+610
338
$28.7K 0.03%
161
339
$28.2K 0.02%
1,916
340
$27.9K 0.02%
607
341
$27.8K 0.02%
185
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342
$27.8K 0.02%
369
+9
343
$27.7K 0.02%
635
344
$27.7K 0.02%
105
+2
345
$27.6K 0.02%
157
+3
346
$27.6K 0.02%
2,161
347
$27.3K 0.02%
160
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348
$27.3K 0.02%
221
349
$27.3K 0.02%
428
+9
350
$27.2K 0.02%
616