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
$170K
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.29K
2
+$868
3
+$817
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$579
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$446

Top Sells

1
+$75K
2
+$35K
3
+$20K
4
HHH icon
Howard Hughes
HHH
+$18K
5
PARA
Paramount Global Class B
PARA
+$16K

Sector Composition

1 Technology 11.81%
2 Healthcare 7.12%
3 Financials 5.41%
4 Communication Services 3.69%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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269
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584
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1,025
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9
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