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
401
$23.1K 0.02%
43
402
$23.1K 0.02%
1,128
403
$23.1K 0.02%
144
+8
404
$23K 0.02%
343
+14
405
$22.9K 0.02%
631
406
$22.9K 0.02%
92
+5
407
$22.9K 0.02%
115
408
$22.8K 0.02%
185
409
$22.8K 0.02%
1,818
410
$22.8K 0.02%
218
+6
411
$22.8K 0.02%
135
+6
412
$22.7K 0.02%
553
413
$22.7K 0.02%
168
+6
414
$22.6K 0.02%
280
+6
415
$22.6K 0.02%
508
416
$22.6K 0.02%
698
+15
417
$22.6K 0.02%
593
418
$22.5K 0.02%
169
419
$22.5K 0.02%
400
420
$22.4K 0.02%
+289
421
$22.3K 0.02%
47
+2
422
$22.3K 0.02%
439
+22
423
$22.3K 0.02%
44
+2
424
$22.2K 0.02%
109
+4
425
$22.2K 0.02%
308