RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
This Quarter Return
+6.69%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$89.7M
AUM Growth
+$89.7M
(-0.88%)
Cap. Flow
-$5.78M
Cap. Flow
% of AUM
-6.45%
Top 10 Holdings %
Top 10 Hldgs %
46.71%
Holding
225
New
1
Increased
2
Reduced
31
Closed
2
Top Buys
| 1 |
ConocoPhillips
COP
|
$41.4K |
| 2 |
Viatris
VTRS
|
$26K |
| 3 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$5.76K |
Top Sells
| 1 |
JCTC
Jewett-Cameron Trading
JCTC
|
$4.5M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$375K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$103K |
| 4 |
Deere & Co
DE
|
$69.6K |
| 5 |
Apple
AAPL
|
$56.4K |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Healthcare | 11.51% |
| 3 | Financials | 9.48% |
| 4 | Communication Services | 6.53% |
| 5 | Industrials | 6.5% |
