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
351
$3K ﹤0.01%
+52
352
$3K ﹤0.01%
+165
353
$3K ﹤0.01%
+144
354
$3K ﹤0.01%
+37
355
$3K ﹤0.01%
+53
356
$3K ﹤0.01%
+52
357
$3K ﹤0.01%
+4
358
$3K ﹤0.01%
+80
359
$3K ﹤0.01%
+236
360
$3K ﹤0.01%
+54
361
$3K ﹤0.01%
+82
362
$3K ﹤0.01%
+66
363
$3K ﹤0.01%
+61
364
$3K ﹤0.01%
+50
365
$3K ﹤0.01%
+61
366
$3K ﹤0.01%
+36
367
$3K ﹤0.01%
+67
368
$3K ﹤0.01%
+25
369
$2K ﹤0.01%
+87
370
$2K ﹤0.01%
+31
371
$2K ﹤0.01%
+66
372
$2K ﹤0.01%
+31
373
$2K ﹤0.01%
+22
374
$2K ﹤0.01%
+25
375
$2K ﹤0.01%
+21
13 14
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