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
376
$2K ﹤0.01%
+14
377
$2K ﹤0.01%
+30
378
$2K ﹤0.01%
+27
379
$2K ﹤0.01%
+46
380
$2K ﹤0.01%
+47
381
$2K ﹤0.01%
+45
382
$2K ﹤0.01%
+10
383
$2K ﹤0.01%
+35
384
$2K ﹤0.01%
+44
385
$2K ﹤0.01%
+88
386
$2K ﹤0.01%
+70
387
$2K ﹤0.01%
+70
388
$2K ﹤0.01%
+179
389
$2K ﹤0.01%
+98
390
$2K ﹤0.01%
+37
391
$2K ﹤0.01%
+93
392
$2K ﹤0.01%
+48
393
$2K ﹤0.01%
+23
394
$2K ﹤0.01%
+22
395
$2K ﹤0.01%
+15
396
$2K ﹤0.01%
+46
397
$2K ﹤0.01%
+27
398
$2K ﹤0.01%
+564
399
$2K ﹤0.01%
+3
400
$2K ﹤0.01%
+42
14 15
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