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
401
$2K ﹤0.01%
+42
402
$2K ﹤0.01%
+21
403
$2K ﹤0.01%
+24
404
$2K ﹤0.01%
+7
405
$2K ﹤0.01%
+94
406
$2K ﹤0.01%
+18
407
$2K ﹤0.01%
+17
408
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+33
409
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+19
410
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+17
411
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+13
412
$2K ﹤0.01%
+20
413
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+8
414
$2K ﹤0.01%
+32
415
$2K ﹤0.01%
+29
416
$2K ﹤0.01%
+87
417
$2K ﹤0.01%
+80
418
$2K ﹤0.01%
+12
419
$2K ﹤0.01%
+76
420
$2K ﹤0.01%
+21
421
$2K ﹤0.01%
+16
422
$2K ﹤0.01%
+105
423
$2K ﹤0.01%
+52
424
$2K ﹤0.01%
+102
425
$1K ﹤0.01%
40
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