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
101
$184K 0.16%
975
+20
102
$182K 0.16%
3,165
103
$181K 0.16%
821
-152
104
$180K 0.16%
1,098
+127
105
$179K 0.16%
705
+118
106
$175K 0.15%
485
-4
107
$174K 0.15%
3,372
-1,264
108
$173K 0.15%
2,629
109
$170K 0.15%
1,882
+15
110
$167K 0.15%
2,582
+27
111
$162K 0.14%
4,523
+22
112
$162K 0.14%
1,196
113
$160K 0.14%
889
-91
114
$153K 0.13%
2,348
+15
115
$153K 0.13%
741
+54
116
$153K 0.13%
807
+4
117
$149K 0.13%
1,879
118
$148K 0.13%
1,971
+36
119
$148K 0.13%
1,126
+7
120
$146K 0.13%
562
-62
121
$145K 0.13%
1,934
122
$142K 0.12%
3,315
+20
123
$142K 0.12%
1,434
124
$141K 0.12%
680
+5
125
$141K 0.12%
2,162
-200