RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.05%
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
326
$3K ﹤0.01%
+31
327
$3K ﹤0.01%
+56
328
$3K ﹤0.01%
+116
329
$3K ﹤0.01%
+152
330
$3K ﹤0.01%
+52
331
$3K ﹤0.01%
+72
332
$3K ﹤0.01%
+71
333
$3K ﹤0.01%
+147
334
$3K ﹤0.01%
+164
335
$3K ﹤0.01%
+78
336
$3K ﹤0.01%
+92
337
$3K ﹤0.01%
+19
338
$3K ﹤0.01%
+48
339
$3K ﹤0.01%
+164
340
$3K ﹤0.01%
+101
341
$3K ﹤0.01%
+43
342
$3K ﹤0.01%
+171
343
$3K ﹤0.01%
+40
344
$3K ﹤0.01%
+71
345
$3K ﹤0.01%
+49
346
$3K ﹤0.01%
+57
347
$3K ﹤0.01%
+51
348
$3K ﹤0.01%
110
349
$3K ﹤0.01%
+64
350
$3K ﹤0.01%
+50
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