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RTC

Riverview Trust Company Portfolio holdings

AUM $81.2M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
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
+$267K
2
+$227K
3
+$160K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$57.9K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$57.6K

Top Sells

1
+$5.26M
2
+$4.13M
3
+$818K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$570K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$121K

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
276
$6K ﹤0.01%
+29
277
$6K ﹤0.01%
+530
278
$5K ﹤0.01%
+50
279
$5K ﹤0.01%
+112
280
$5K ﹤0.01%
147
281
$5K ﹤0.01%
+134
282
$5K ﹤0.01%
+43
283
$5K ﹤0.01%
+15
284
$5K ﹤0.01%
+403
285
$5K ﹤0.01%
145
286
$5K ﹤0.01%
+34
287
$5K ﹤0.01%
+73
288
$5K ﹤0.01%
+92
289
$5K ﹤0.01%
+56
290
$5K ﹤0.01%
+66
291
$5K ﹤0.01%
+58
292
$5K ﹤0.01%
+117
293
$5K ﹤0.01%
+39
294
$5K ﹤0.01%
+54
295
$5K ﹤0.01%
+274
296
$4K ﹤0.01%
128
297
$4K ﹤0.01%
+68
298
$4K ﹤0.01%
+81
299
$4K ﹤0.01%
+124
300
$4K ﹤0.01%
+125
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