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
251
$13K 0.01%
384
252
$13K 0.01%
425
253
$13K 0.01%
+107
254
$12K 0.01%
+95
255
$12K 0.01%
+111
256
$12K 0.01%
+186
257
$11K 0.01%
+257
258
$11K 0.01%
274
+89
259
$11K 0.01%
+588
260
$10K 0.01%
+314
261
$10K 0.01%
195
262
$10K 0.01%
+235
263
$10K 0.01%
+285
264
$10K 0.01%
+194
265
$10K 0.01%
+133
266
$9K 0.01%
+584
267
$9K 0.01%
+188
268
$9K 0.01%
+296
269
$8K 0.01%
+111
270
$7K 0.01%
+158
271
$7K 0.01%
+64
272
$7K 0.01%
+168
273
$7K 0.01%
+116
274
$7K 0.01%
+256
275
$6K ﹤0.01%
+72
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