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
426
$22.1K 0.02%
1,187
427
$22K 0.02%
616
+32
428
$22K 0.02%
+497
429
$22K 0.02%
+1,962
430
$21.9K 0.02%
436
431
$21.9K 0.02%
340
432
$21.8K 0.02%
163
+5
433
$21.8K 0.02%
+2,203
434
$21.7K 0.02%
75
435
$21.7K 0.02%
688
436
$21.7K 0.02%
599
+26
437
$21.6K 0.02%
4,269
438
$21.6K 0.02%
443
+10
439
$21.6K 0.02%
+175
440
$21.6K 0.02%
1,375
441
$21.6K 0.02%
55
442
$21.5K 0.02%
1,222
443
$21.3K 0.02%
133
+3
444
$21.3K 0.02%
85
+7
445
$21.2K 0.02%
1,452
446
$21.1K 0.02%
225
447
$21.1K 0.02%
3,377
448
$21.1K 0.02%
302
-105
449
$21K 0.02%
1,098
-3
450
$21K 0.02%
3,201