RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
This Quarter Return
+0.75%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$110M
AUM Growth
-$4.03M
(-3.5%)
Cap. Flow
-$3.05M
Cap. Flow
% of AUM
-2.77%
Top 10 Holdings %
Top 10 Hldgs %
37.57%
Holding
920
New
99
Increased
91
Reduced
129
Closed
100
Top Buys
| 1 |
Boeing
BA
|
$45.3K |
| 2 |
Royalty Pharma
RPRX
|
$30.3K |
| 3 |
Conagra Brands
CAG
|
$29.2K |
| 4 |
Centene
CNC
|
$29.1K |
| 5 |
APA Corp
APA
|
$29K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$717K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$713K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$240K |
| 4 |
Vanguard Total Bond Market
BND
|
$145K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$124K |
Sector Composition
| 1 | Technology | 22.44% |
| 2 | Financials | 10.29% |
| 3 | Healthcare | 9.61% |
| 4 | Communication Services | 6.65% |
| 5 | Consumer Discretionary | 6.48% |
