RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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 +$502K
2 +$444K
3 +$378K
4
VB icon
Vanguard Small-Cap ETF
VB
+$220K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$170K

Top Sells

1 +$88.8K
2 +$75.5K
3 +$59.3K
4
JNJ icon
Johnson & Johnson
JNJ
+$53.9K
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
376
$25.2K 0.02%
+242
377
$25.1K 0.02%
202
+5
378
$25K 0.02%
856
379
$24.9K 0.02%
+616
380
$24.8K 0.02%
54
-14
381
$24.8K 0.02%
579
382
$24.7K 0.02%
375
+18
383
$24.7K 0.02%
1,093
384
$24.7K 0.02%
428
+28
385
$24.6K 0.02%
392
386
$24.5K 0.02%
82
387
$24.5K 0.02%
3,328
388
$24.5K 0.02%
394
389
$24.4K 0.02%
106
+5
390
$24.3K 0.02%
721
391
$24.3K 0.02%
211
+4
392
$24.1K 0.02%
940
393
$24K 0.02%
364
394
$23.8K 0.02%
241
+10
395
$23.7K 0.02%
+1,052
396
$23.4K 0.02%
44
+1
397
$23.4K 0.02%
98
398
$23.3K 0.02%
283
+15
399
$23.3K 0.02%
+1,712
400
$23.3K 0.02%
390
-49