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
776
$533 ﹤0.01%
+9
777
$532 ﹤0.01%
+4
778
$532 ﹤0.01%
+19
779
$523 ﹤0.01%
+9
780
$520 ﹤0.01%
+52
781
$517 ﹤0.01%
+3
782
$517 ﹤0.01%
+5
783
$516 ﹤0.01%
+21
784
$516 ﹤0.01%
+16
785
$515 ﹤0.01%
+5
786
$512 ﹤0.01%
40
-1,029
787
$512 ﹤0.01%
+7
788
$508 ﹤0.01%
+4
789
$503 ﹤0.01%
+10
790
$499 ﹤0.01%
+3
791
$498 ﹤0.01%
+3
792
$495 ﹤0.01%
+11
793
$493 ﹤0.01%
+2
794
$492 ﹤0.01%
7
-204
795
$492 ﹤0.01%
+7
796
$492 ﹤0.01%
+1
797
$491 ﹤0.01%
+6
798
$491 ﹤0.01%
+9
799
$489 ﹤0.01%
+11
800
$488 ﹤0.01%
+43
30 31
32
33 34