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
151
$53K 0.04%
1,220
-442
152
$53K 0.04%
431
+131
153
$53K 0.04%
462
+42
154
$50K 0.04%
1,002
155
$49K 0.04%
440
156
$49K 0.04%
861
-321
157
$47K 0.04%
1,875
158
$44K 0.03%
621
159
$43K 0.03%
2,196
+347
160
$43K 0.03%
620
161
$42K 0.03%
849
+304
162
$42K 0.03%
776
163
$41K 0.03%
360
164
$41K 0.03%
292
165
$41K 0.03%
1,428
166
$40K 0.03%
662
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167
$40K 0.03%
421
168
$40K 0.03%
362
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169
$39K 0.03%
277
170
$39K 0.03%
243
171
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+434
172
$39K 0.03%
+748
173
$39K 0.03%
899
+437
174
$38K 0.03%
265
175
$38K 0.03%
200
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7
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