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
676
$815 ﹤0.01%
+10
677
$815 ﹤0.01%
+5
678
$810 ﹤0.01%
+49
679
$808 ﹤0.01%
+30
680
$807 ﹤0.01%
+10
681
$803 ﹤0.01%
+10
682
$802 ﹤0.01%
+8
683
$800 ﹤0.01%
+69
684
$799 ﹤0.01%
+2
685
$799 ﹤0.01%
+87
686
$797 ﹤0.01%
19
-629
687
$795 ﹤0.01%
+5
688
$788 ﹤0.01%
+7
689
$788 ﹤0.01%
+28
690
$787 ﹤0.01%
+21
691
$783 ﹤0.01%
+7
692
$781 ﹤0.01%
+2
693
$775 ﹤0.01%
+4
694
$774 ﹤0.01%
+13
695
$767 ﹤0.01%
4
-145
696
$767 ﹤0.01%
+6
697
$765 ﹤0.01%
+4
698
$756 ﹤0.01%
+19
699
$754 ﹤0.01%
+9
700
$747 ﹤0.01%
+11
26 27
28
29 30