RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
1-Year Return
15.88%
This Quarter Return
+2.11%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$142M
AUM Growth
+$10.1M
(+7.6%)
Cap. Flow
+$7.36M
Cap. Flow
% of AUM
5.17%
Top 10 Holdings %
Top 10 Hldgs %
51.91%
Holding
449
New
6
Increased
1
Reduced
86
Closed
180
Top Buys
| 1 |
JCTC
Jewett-Cameron Trading
JCTC
|
$9.48M |
| 2 |
Dow Inc
DOW
|
$222K |
| 3 |
WisdomTree US MidCap Dividend Fund
DON
|
$221K |
| 4 |
Corteva
CTVA
|
$134K |
| 5 |
Alcon
ALC
|
$70K |
Top Sells
| 1 |
iShares Global REIT ETF
REET
|
$296K |
| 2 |
Amazon
AMZN
|
$288K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$177K |
| 4 |
DuPont de Nemours
DD
|
$167K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$86.3K |
Sector Composition
| 1 | Technology | 10.82% |
| 2 | Healthcare | 9.88% |
| 3 | Financials | 7.45% |
| 4 | Materials | 7.41% |
| 5 | Industrials | 4.69% |
