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
651
$898 ﹤0.01%
+18
652
$895 ﹤0.01%
+9
653
$885 ﹤0.01%
+1
654
$884 ﹤0.01%
+3
655
$883 ﹤0.01%
+4
656
$883 ﹤0.01%
+21
657
$881 ﹤0.01%
+4
658
$876 ﹤0.01%
12
-234
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$871 ﹤0.01%
+7
660
$869 ﹤0.01%
+37
661
$861 ﹤0.01%
+2
662
$860 ﹤0.01%
+4
663
$860 ﹤0.01%
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664
$853 ﹤0.01%
108
665
$850 ﹤0.01%
+18
666
$849 ﹤0.01%
+30
667
$842 ﹤0.01%
+35
668
$838 ﹤0.01%
+96
669
$834 ﹤0.01%
+60
670
$833 ﹤0.01%
+27
671
$825 ﹤0.01%
+3
672
$822 ﹤0.01%
+21
673
$818 ﹤0.01%
+115
674
$816 ﹤0.01%
+20
675
$815 ﹤0.01%
+17
25 26
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