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
526
$18K 0.02%
695
+23
527
$18K 0.02%
133
528
$17.9K 0.02%
302
529
$17.8K 0.02%
201
530
$17.8K 0.02%
1,246
531
$17.8K 0.02%
148
532
$17.7K 0.02%
200
533
$17.7K 0.02%
209
-399
534
$17.7K 0.02%
1,250
535
$17.6K 0.02%
189
+9
536
$17.6K 0.02%
442
537
$17.6K 0.02%
150
538
$17.6K 0.02%
554
539
$17.5K 0.02%
55
+2
540
$17.5K 0.02%
448
541
$17.4K 0.02%
70
+4
542
$17.3K 0.02%
124
+12
543
$17.3K 0.02%
11
544
$17.2K 0.02%
320
545
$17.2K 0.02%
40
+1
546
$17.2K 0.02%
869
+49
547
$17.2K 0.02%
1,075
-914
548
$17.2K 0.02%
439
+13
549
$17.1K 0.02%
262
550
$17.1K 0.02%
123