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
201
$27K 0.02%
550
202
$27K 0.02%
335
203
$26K 0.02%
245
204
$26K 0.02%
58
205
$26K 0.02%
+461
206
$26K 0.02%
+518
207
$26K 0.02%
228
208
$26K 0.02%
557
209
$25K 0.02%
460
210
$25K 0.02%
+675
211
$25K 0.02%
1,173
212
$25K 0.02%
1,301
213
$25K 0.02%
344
214
$25K 0.02%
558
215
$24K 0.02%
926
216
$24K 0.02%
+677
217
$24K 0.02%
638
218
$23K 0.02%
+208
219
$23K 0.02%
297
+98
220
$23K 0.02%
374
221
$23K 0.02%
80
-106
222
$22K 0.02%
653
223
$22K 0.02%
210
224
$22K 0.02%
232
225
$22K 0.02%
+374
7 8
9
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