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
26
$948K 0.83%
3,592
27
$892K 0.78%
1,006
+8
28
$794K 0.7%
15,525
29
$789K 0.69%
1,715
-96
30
$699K 0.61%
2,666
+5
31
$691K 0.61%
1
32
$657K 0.58%
28,002
-3,554
33
$636K 0.56%
1,088
-8
34
$632K 0.55%
21,832
+91
35
$622K 0.55%
655
+4
36
$609K 0.53%
3,519
+40
37
$587K 0.52%
11,257
+19
38
$571K 0.5%
2,078
+92
39
$563K 0.49%
636
+4
40
$542K 0.48%
3,187
-154
41
$531K 0.47%
1,745
-116
42
$531K 0.47%
908
-4
43
$507K 0.44%
1,939
+75
44
$499K 0.44%
9,373
+64
45
$493K 0.43%
5,528
+13
46
$476K 0.42%
825
-5
47
$463K 0.41%
+6,543
48
$458K 0.4%
3,416
+8
49
$455K 0.4%
1,123
+18
50
$433K 0.38%
3,763