RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
1-Year Return
15.88%
This Quarter Return
+2.55%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$106M
AUM Growth
-$24.2M
(-19%)
Cap. Flow
-$25.3M
Cap. Flow
% of AUM
-24.02%
Top 10 Holdings %
Top 10 Hldgs %
37.56%
Holding
673
New
29
Increased
20
Reduced
72
Closed
49
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.39M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$729K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$662K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$632K |
| 5 |
Tesla
TSLA
|
$171K |
Top Sells
| 1 |
Apple
AAPL
|
$2.34M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.13M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$2.08M |
| 4 |
Amazon
AMZN
|
$1.94M |
| 5 |
Eli Lilly
LLY
|
$1.76M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Healthcare | 10.45% |
| 3 | Financials | 9.14% |
| 4 | Communication Services | 6.44% |
| 5 | Consumer Discretionary | 5.85% |
