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
351
$27K 0.02%
2,262
352
$27K 0.02%
251
353
$27K 0.02%
+236
354
$27K 0.02%
102
355
$26.9K 0.02%
78
+29
356
$26.8K 0.02%
115
+2
357
$26.7K 0.02%
1,441
358
$26.7K 0.02%
248
359
$26.3K 0.02%
70
+2
360
$26.1K 0.02%
567
361
$25.9K 0.02%
419
362
$25.9K 0.02%
257
363
$25.9K 0.02%
322
364
$25.9K 0.02%
313
365
$25.9K 0.02%
170
366
$25.7K 0.02%
239
+5
367
$25.6K 0.02%
726
+13
368
$25.6K 0.02%
98
369
$25.6K 0.02%
110
+3
370
$25.6K 0.02%
960
371
$25.4K 0.02%
216
+12
372
$25.4K 0.02%
+2,425
373
$25.3K 0.02%
188
374
$25.3K 0.02%
50
+2
375
$25.3K 0.02%
1,508