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
551
$17K 0.01%
113
+6
552
$17K 0.01%
414
553
$16.9K 0.01%
+200
554
$16.8K 0.01%
590
555
$16.6K 0.01%
530
556
$16.6K 0.01%
89
557
$16.5K 0.01%
63
558
$16.5K 0.01%
146
+4
559
$16.5K 0.01%
2,076
560
$16.2K 0.01%
54
+2
561
$16.2K 0.01%
37
+1
562
$16.2K 0.01%
77
+3
563
$16.1K 0.01%
85
564
$15.8K 0.01%
412
565
$15.7K 0.01%
222
566
$15.6K 0.01%
293
+11
567
$15.4K 0.01%
276
568
$15.2K 0.01%
479
569
$15.1K 0.01%
477
570
$15K 0.01%
289
571
$15K 0.01%
339
572
$15K 0.01%
506
573
$14.9K 0.01%
1,058
+806
574
$14.8K 0.01%
112
-126
575
$14.8K 0.01%
328