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
476
$20.1K 0.02%
+813
477
$20.1K 0.02%
754
+31
478
$20.1K 0.02%
199
+14
479
$20K 0.02%
158
-163
480
$19.9K 0.02%
341
481
$19.9K 0.02%
792
+33
482
$19.9K 0.02%
+299
483
$19.9K 0.02%
70
-38
484
$19.8K 0.02%
134
+4
485
$19.8K 0.02%
87
486
$19.8K 0.02%
265
487
$19.8K 0.02%
103
488
$19.7K 0.02%
+1,323
489
$19.6K 0.02%
99
490
$19.6K 0.02%
224
491
$19.6K 0.02%
+2,206
492
$19.5K 0.02%
487
+11
493
$19.5K 0.02%
796
494
$19.4K 0.02%
1,836
-2,006
495
$19.3K 0.02%
245
+12
496
$19.3K 0.02%
72
-25
497
$19.3K 0.02%
142
+6
498
$19.3K 0.02%
70
+3
499
$19.3K 0.02%
411
-213
500
$19.2K 0.02%
144
18 19
20
21 22