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
51
$419K 0.37%
3,829
52
$414K 0.36%
1,874
-34
53
$406K 0.36%
3,463
+77
54
$395K 0.35%
+2,456
55
$393K 0.34%
2,309
+20
56
$390K 0.34%
2,501
+95
57
$389K 0.34%
4,819
+103
58
$388K 0.34%
3,681
+22
59
$381K 0.33%
2,542
+6
60
$380K 0.33%
770
+14
61
$365K 0.32%
4,095
+9
62
$331K 0.29%
2,653
63
$327K 0.29%
1,016
+10
64
$327K 0.29%
661
+49
65
$312K 0.27%
3,199
+105
66
$297K 0.26%
13,494
+126
67
$295K 0.26%
7,052
-97
68
$293K 0.26%
1,215
-42
69
$290K 0.25%
6,451
-552
70
$280K 0.25%
3,180
-115
71
$278K 0.24%
392
+52
72
$278K 0.24%
66
+1
73
$272K 0.24%
1,845
-186
74
$271K 0.24%
1,674
+8
75
$271K 0.24%
3,229
+28