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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
301
$4K ﹤0.01%
+170
302
$4K ﹤0.01%
+149
303
$4K ﹤0.01%
+15
304
$4K ﹤0.01%
+45
305
$4K ﹤0.01%
+25
306
$4K ﹤0.01%
+97
307
$4K ﹤0.01%
+51
308
$4K ﹤0.01%
+123
309
$4K ﹤0.01%
+50
310
$4K ﹤0.01%
+180
311
$4K ﹤0.01%
+179
312
$4K ﹤0.01%
+39
313
$4K ﹤0.01%
+138
314
$4K ﹤0.01%
+15
315
$4K ﹤0.01%
+73
316
$4K ﹤0.01%
+45
317
$3K ﹤0.01%
+31
318
$3K ﹤0.01%
+56
319
$3K ﹤0.01%
+116
320
$3K ﹤0.01%
+152
321
$3K ﹤0.01%
+52
322
$3K ﹤0.01%
+72
323
$3K ﹤0.01%
+74
324
$3K ﹤0.01%
+71
325
$3K ﹤0.01%
+147
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