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
451
$20.9K 0.02%
278
-249
452
$20.9K 0.02%
106
+3
453
$20.9K 0.02%
253
+8
454
$20.8K 0.02%
284
+15
455
$20.7K 0.02%
159
+4
456
$20.7K 0.02%
+5,168
457
$20.7K 0.02%
116
458
$20.6K 0.02%
130
+45
459
$20.6K 0.02%
570
460
$20.6K 0.02%
+247
461
$20.5K 0.02%
107
+6
462
$20.5K 0.02%
565
-310
463
$20.5K 0.02%
270
464
$20.5K 0.02%
116
465
$20.4K 0.02%
87
+5
466
$20.4K 0.02%
256
467
$20.4K 0.02%
1,014
468
$20.3K 0.02%
121
469
$20.3K 0.02%
132
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$20.3K 0.02%
176
471
$20.3K 0.02%
+260
472
$20.2K 0.02%
+163
473
$20.2K 0.02%
192
+8
474
$20.2K 0.02%
+380
475
$20.2K 0.02%
175
+11