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
176
$89.2K 0.08%
346
+94
177
$88.9K 0.08%
732
+429
178
$87.4K 0.08%
2,512
179
$87.1K 0.08%
269
+3
180
$87.1K 0.08%
224
+4
181
$86.4K 0.08%
900
+352
182
$84.5K 0.07%
592
+8
183
$82.4K 0.07%
1,135
+8
184
$81.7K 0.07%
2,365
+36
185
$79.2K 0.07%
1,265
+467
186
$77.5K 0.07%
545
+8
187
$77K 0.07%
31,548
188
$76.9K 0.07%
258
+3
189
$75.5K 0.07%
978
+12
190
$75.3K 0.07%
181
+1
191
$75.3K 0.07%
734
+14
192
$74.5K 0.07%
955
+12
193
$74.2K 0.07%
52
+1
194
$73.3K 0.06%
116
+2
195
$72.4K 0.06%
3,276
+44
196
$72.3K 0.06%
178
+4
197
$72.3K 0.06%
296
+6
198
$71.2K 0.06%
247
+5
199
$70K 0.06%
340
+8
200
$69.9K 0.06%
182
6 7
8
9 10