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
601
$3.45K ﹤0.01%
75
602
$2.84K ﹤0.01%
+1,000
603
$2.46K ﹤0.01%
+300
604
$2.42K ﹤0.01%
+12
605
$2.18K ﹤0.01%
16
-216
606
$2.17K ﹤0.01%
109
+29
607
$2.09K ﹤0.01%
+9
608
$1.78K ﹤0.01%
23
609
$1.5K ﹤0.01%
+28
610
$1.3K ﹤0.01%
+14
611
$1.28K ﹤0.01%
+5
612
$1.27K ﹤0.01%
31
-325
613
$1.25K ﹤0.01%
+12
614
$1.24K ﹤0.01%
62
615
$1.22K ﹤0.01%
+17
616
$1.17K ﹤0.01%
+12
617
$1.15K ﹤0.01%
+16
618
$1.08K ﹤0.01%
+7
619
$1.05K ﹤0.01%
+36
620
$1.05K ﹤0.01%
+7
621
$1.04K ﹤0.01%
3
-68
622
$1.04K ﹤0.01%
+10
623
$1.03K ﹤0.01%
23
624
$1.03K ﹤0.01%
+48
625
$1.02K ﹤0.01%
+7
23 24
25
26 27