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
751
$615 ﹤0.01%
+12
752
$602 ﹤0.01%
+52
753
$601 ﹤0.01%
+6
754
$598 ﹤0.01%
6
-162
755
$591 ﹤0.01%
+31
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$588 ﹤0.01%
+2
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$587 ﹤0.01%
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+1
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$576 ﹤0.01%
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$573 ﹤0.01%
+31
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$568 ﹤0.01%
+6
763
$564 ﹤0.01%
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764
$563 ﹤0.01%
+2
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$563 ﹤0.01%
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766
$562 ﹤0.01%
+24
767
$559 ﹤0.01%
+9
768
$549 ﹤0.01%
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769
$545 ﹤0.01%
8
-256
770
$544 ﹤0.01%
+12
771
$543 ﹤0.01%
+18
772
$543 ﹤0.01%
2
-73
773
$539 ﹤0.01%
+11
774
$538 ﹤0.01%
+22
775
$533 ﹤0.01%
+6
29 30
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32 33