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
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%
+34
283
$5K ﹤0.01%
+73
284
$5K ﹤0.01%
+92
285
$5K ﹤0.01%
+39
286
$5K ﹤0.01%
+54
287
$5K ﹤0.01%
+56
288
$5K ﹤0.01%
+66
289
$5K ﹤0.01%
+58
290
$5K ﹤0.01%
+117
291
$5K ﹤0.01%
+43
292
$5K ﹤0.01%
+15
293
$5K ﹤0.01%
+403
294
$5K ﹤0.01%
+274
295
$5K ﹤0.01%
145
296
$4K ﹤0.01%
+73
297
$4K ﹤0.01%
128
298
$4K ﹤0.01%
+68
299
$4K ﹤0.01%
+81
300
$4K ﹤0.01%
+124
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