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
401
$2K ﹤0.01%
+21
402
$2K ﹤0.01%
+24
403
$2K ﹤0.01%
+7
404
$2K ﹤0.01%
+94
405
$2K ﹤0.01%
+18
406
$2K ﹤0.01%
+17
407
$2K ﹤0.01%
+46
408
$2K ﹤0.01%
+33
409
$2K ﹤0.01%
+17
410
$2K ﹤0.01%
+13
411
$2K ﹤0.01%
+20
412
$2K ﹤0.01%
+8
413
$2K ﹤0.01%
+32
414
$2K ﹤0.01%
+29
415
$2K ﹤0.01%
+19
416
$2K ﹤0.01%
+80
417
$2K ﹤0.01%
+12
418
$2K ﹤0.01%
+76
419
$2K ﹤0.01%
+21
420
$2K ﹤0.01%
+16
421
$2K ﹤0.01%
+105
422
$2K ﹤0.01%
+52
423
$2K ﹤0.01%
+97
424
$2K ﹤0.01%
+102
425
$1K ﹤0.01%
40
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17
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