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
326
$3K ﹤0.01%
+72
327
$3K ﹤0.01%
+82
328
$3K ﹤0.01%
+74
329
$3K ﹤0.01%
+71
330
$3K ﹤0.01%
+147
331
$3K ﹤0.01%
+164
332
$3K ﹤0.01%
+78
333
$3K ﹤0.01%
+92
334
$3K ﹤0.01%
+19
335
$3K ﹤0.01%
+39
336
$3K ﹤0.01%
+42
337
$3K ﹤0.01%
+25
338
$3K ﹤0.01%
+31
339
$3K ﹤0.01%
+151
340
$3K ﹤0.01%
+48
341
$3K ﹤0.01%
+101
342
$3K ﹤0.01%
+43
343
$3K ﹤0.01%
+171
344
$3K ﹤0.01%
+40
345
$3K ﹤0.01%
+71
346
$3K ﹤0.01%
+49
347
$3K ﹤0.01%
+57
348
$3K ﹤0.01%
+51
349
$3K ﹤0.01%
110
350
$3K ﹤0.01%
+50
12 13
14
15 16