RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$273K
2
+$234K
3
+$163K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$59K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$58K

Top Sells

1
+$5.35M
2
+$4.28M
3
+$821K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$578K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$125K

Sector Composition

1 Technology 11.45%
2 Healthcare 10.75%
3 Financials 7.49%
4 Industrials 5.06%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.02%
382
227
$21K 0.02%
+230
228
$21K 0.02%
927
229
$21K 0.02%
586
230
$21K 0.02%
+432
231
$20K 0.02%
125
232
$20K 0.02%
+109
233
$20K 0.02%
+340
234
$20K 0.02%
+149
235
$19K 0.01%
+248
236
$19K 0.01%
112
237
$19K 0.01%
1,025
238
$19K 0.01%
660
239
$18K 0.01%
2,105
240
$17K 0.01%
165
241
$17K 0.01%
473
+60
242
$15K 0.01%
212
243
$14K 0.01%
100
244
$14K 0.01%
117
245
$14K 0.01%
387
246
$14K 0.01%
+167
247
$14K 0.01%
+513
248
$14K 0.01%
+111
249
$14K 0.01%
+211
250
$13K 0.01%
+302
8 9
10
11 12