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
76
$264K 0.23%
5,769
-539
77
$256K 0.22%
2,109
+269
78
$250K 0.22%
3,849
79
$249K 0.22%
1,116
+6
80
$244K 0.21%
511
-13
81
$242K 0.21%
4,122
+349
82
$242K 0.21%
468
-7
83
$239K 0.21%
1,400
+30
84
$230K 0.2%
839
+100
85
$225K 0.2%
1,646
+12
86
$222K 0.19%
2,628
+33
87
$222K 0.19%
174
88
$217K 0.19%
1,176
+5
89
$214K 0.19%
167
90
$210K 0.18%
769
+103
91
$210K 0.18%
1,873
+8
92
$207K 0.18%
421
-36
93
$203K 0.18%
613
+61
94
$203K 0.18%
3,718
+17
95
$202K 0.18%
449
+4
96
$197K 0.17%
318
+5
97
$193K 0.17%
494
+9
98
$193K 0.17%
1,504
-78
99
$188K 0.16%
909
+85
100
$184K 0.16%
392
+2