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
701
$741 ﹤0.01%
+9
702
$741 ﹤0.01%
+2
703
$740 ﹤0.01%
+11
704
$740 ﹤0.01%
+29
705
$735 ﹤0.01%
+34
706
$735 ﹤0.01%
+6
707
$732 ﹤0.01%
+4
708
$728 ﹤0.01%
+3
709
$727 ﹤0.01%
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710
$725 ﹤0.01%
+3
711
$724 ﹤0.01%
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$722 ﹤0.01%
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$721 ﹤0.01%
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715
$719 ﹤0.01%
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716
$714 ﹤0.01%
+79
717
$712 ﹤0.01%
+8
718
$709 ﹤0.01%
+38
719
$707 ﹤0.01%
+15
720
$697 ﹤0.01%
+9
721
$697 ﹤0.01%
+20
722
$691 ﹤0.01%
+7
723
$686 ﹤0.01%
+8
724
$686 ﹤0.01%
+25
725
$686 ﹤0.01%
+4
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