RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
1-Year Return
15.88%
This Quarter Return
+7.36%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$87M
AUM Growth
-$16.1M
(-16%)
Cap. Flow
-$22.5M
Cap. Flow
% of AUM
-25.86%
Top 10 Holdings %
Top 10 Hldgs %
47.95%
Holding
264
New
2
Increased
1
Reduced
73
Closed
22
Top Buys
| 1 |
Match Group
MTCH
|
$120K |
| 2 |
British American Tobacco
BTI
|
$7K |
Top Sells
| 1 |
JCTC
Jewett-Cameron Trading
JCTC
|
$3.86M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.79M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.8M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.59M |
| 5 |
iShares Global REIT ETF
REET
|
$1.29M |
Sector Composition
| 1 | Technology | 17.48% |
| 2 | Healthcare | 10.73% |
| 3 | Financials | 7.22% |
| 4 | Consumer Discretionary | 5.74% |
| 5 | Communication Services | 5.7% |
