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
726
$684 ﹤0.01%
+36
727
$672 ﹤0.01%
+39
728
$670 ﹤0.01%
+16
729
$669 ﹤0.01%
+2
730
$668 ﹤0.01%
+6
731
$657 ﹤0.01%
+5
732
$657 ﹤0.01%
+6
733
$656 ﹤0.01%
+5
734
$655 ﹤0.01%
+5
735
$653 ﹤0.01%
+5
736
$652 ﹤0.01%
+6
737
$648 ﹤0.01%
+2
738
$645 ﹤0.01%
17
-585
739
$643 ﹤0.01%
+70
740
$639 ﹤0.01%
+8
741
$638 ﹤0.01%
+7
742
$635 ﹤0.01%
+26
743
$634 ﹤0.01%
+31
744
$630 ﹤0.01%
+3
745
$628 ﹤0.01%
+9
746
$626 ﹤0.01%
+2
747
$623 ﹤0.01%
+3
748
$620 ﹤0.01%
+6
749
$620 ﹤0.01%
+4
750
$619 ﹤0.01%
+8
28 29
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