RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
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
501
$19.2K 0.02%
330
+15
502
$19.1K 0.02%
+730
503
$19.1K 0.02%
60
504
$19K 0.02%
110
+5
505
$18.9K 0.02%
70
+2
506
$18.9K 0.02%
239
507
$18.9K 0.02%
110
+5
508
$18.8K 0.02%
648
509
$18.8K 0.02%
923
510
$18.8K 0.02%
808
511
$18.8K 0.02%
151
-29
512
$18.7K 0.02%
224
-260
513
$18.7K 0.02%
+183
514
$18.7K 0.02%
+2,301
515
$18.7K 0.02%
+235
516
$18.6K 0.02%
538
+38
517
$18.5K 0.02%
64
518
$18.5K 0.02%
136
+6
519
$18.4K 0.02%
1,125
520
$18.3K 0.02%
81
+4
521
$18.3K 0.02%
3,181
+907
522
$18.3K 0.02%
574
523
$18.2K 0.02%
165
+7
524
$18.2K 0.02%
1,935
525
$18K 0.02%
+93