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
301
$4K ﹤0.01%
+125
302
$4K ﹤0.01%
+170
303
$4K ﹤0.01%
+149
304
$4K ﹤0.01%
+15
305
$4K ﹤0.01%
+45
306
$4K ﹤0.01%
+25
307
$4K ﹤0.01%
+97
308
$4K ﹤0.01%
+51
309
$4K ﹤0.01%
+123
310
$4K ﹤0.01%
+50
311
$4K ﹤0.01%
+180
312
$4K ﹤0.01%
+179
313
$4K ﹤0.01%
+39
314
$4K ﹤0.01%
+138
315
$4K ﹤0.01%
+15
316
$4K ﹤0.01%
+45
317
$3K ﹤0.01%
+24
318
$3K ﹤0.01%
+164
319
$3K ﹤0.01%
+64
320
$3K ﹤0.01%
+125
321
$3K ﹤0.01%
+31
322
$3K ﹤0.01%
+56
323
$3K ﹤0.01%
+116
324
$3K ﹤0.01%
+152
325
$3K ﹤0.01%
+52
11 12
13
14 15