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
576
$14.6K 0.01%
400
577
$14.5K 0.01%
189
578
$14.4K 0.01%
166
579
$14.3K 0.01%
201
580
$14.3K 0.01%
38
581
$14.3K 0.01%
506
582
$14.2K 0.01%
75
583
$13.9K 0.01%
734
584
$13.4K 0.01%
457
585
$13.2K 0.01%
181
586
$13K 0.01%
1,708
+83
587
$12.3K 0.01%
338
588
$11.5K 0.01%
1,284
589
$11K 0.01%
283
590
$10.6K 0.01%
+305
591
$10K 0.01%
+1,000
592
$9.3K 0.01%
45
+15
593
$9.04K 0.01%
+223
594
$8.94K 0.01%
1,083
+69
595
$8.86K 0.01%
81
+8
596
$6.61K 0.01%
+26
597
$6.12K 0.01%
122
-74
598
$4.75K ﹤0.01%
+100
599
$4.69K ﹤0.01%
8
600
$4.14K ﹤0.01%
819