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
201
$69.2K 0.06%
1,860
+39
202
$68.8K 0.06%
520
203
$68.3K 0.06%
875
+178
204
$67.3K 0.06%
568
+10
205
$67.2K 0.06%
656
+6
206
$66.8K 0.06%
221
+4
207
$65.5K 0.06%
126
+4
208
$63.4K 0.06%
61
+1
209
$62.6K 0.05%
148
210
$62.4K 0.05%
253
+12
211
$62.2K 0.05%
244
+6
212
$62.2K 0.05%
597
-263
213
$59.8K 0.05%
550
214
$59.8K 0.05%
918
+13
215
$59.4K 0.05%
269
216
$59.1K 0.05%
656
+470
217
$59K 0.05%
1,559
218
$58K 0.05%
379
+12
219
$57.3K 0.05%
111
+6
220
$56.6K 0.05%
201
+4
221
$56.5K 0.05%
347
+7
222
$56.2K 0.05%
101
+2
223
$55.5K 0.05%
305
224
$55.2K 0.05%
30
225
$54.8K 0.05%
128
+2