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
626
$1.02K ﹤0.01%
+15
627
$1K ﹤0.01%
+5
628
$1K ﹤0.01%
+11
629
$993 ﹤0.01%
+9
630
$988 ﹤0.01%
+34
631
$983 ﹤0.01%
+72
632
$980 ﹤0.01%
32
633
$979 ﹤0.01%
+51
634
$978 ﹤0.01%
+29
635
$977 ﹤0.01%
+9
636
$974 ﹤0.01%
+69
637
$972 ﹤0.01%
9
-114
638
$964 ﹤0.01%
+36
639
$963 ﹤0.01%
+37
640
$962 ﹤0.01%
+15
641
$959 ﹤0.01%
+29
642
$957 ﹤0.01%
+6
643
$951 ﹤0.01%
+8
644
$949 ﹤0.01%
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645
$919 ﹤0.01%
8
-186
646
$909 ﹤0.01%
+5
647
$904 ﹤0.01%
+40
648
$903 ﹤0.01%
40
649
$900 ﹤0.01%
11
650
$900 ﹤0.01%
+10
24 25
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