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
101
$209K 0.16%
697
+6
102
$197K 0.15%
1,124
103
$183K 0.14%
1,196
+1,065
104
$177K 0.13%
3,084
+214
105
$174K 0.13%
2,795
106
$169K 0.13%
1,165
107
$169K 0.13%
2,086
+539
108
$167K 0.13%
1,817
109
$166K 0.13%
2,235
+66
110
$161K 0.12%
2,730
111
$155K 0.12%
1,475
112
$146K 0.11%
10,612
113
$142K 0.11%
3,705
114
$141K 0.11%
1,598
+196
115
$140K 0.11%
2,239
+64
116
$137K 0.1%
1,668
117
$129K 0.1%
770
118
$128K 0.1%
1,143
119
$128K 0.1%
1,138
+158
120
$125K 0.09%
2,142
121
$119K 0.09%
1,830
122
$115K 0.09%
935
+225
123
$111K 0.08%
1,130
124
$111K 0.08%
2,960
+134
125
$106K 0.08%
7,024
3 4
5
6 7