RA

Riversedge Advisors Portfolio holdings

AUM $597M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.52M
3
+$1.41M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.01M
5
BND icon
Vanguard Total Bond Market
BND
+$828K

Top Sells

1
+$416K
2
+$270K
3
+$259K
4
MRK icon
Merck
MRK
+$236K
5
GPC icon
Genuine Parts
GPC
+$236K

Sector Composition

1 Technology 7.65%
2 Financials 1%
3 Communication Services 0.87%
4 Consumer Discretionary 0.83%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 0.77%
130,596
+58,218
27
$3.31M 0.75%
129,527
-85
28
$3.22M 0.73%
23,986
+407
29
$3.12M 0.71%
7,402
+552
30
$2.82M 0.64%
14,231
+1,439
31
$2.41M 0.54%
22,618
+821
32
$1.74M 0.39%
2,953
-8
33
$1.66M 0.38%
+59,544
34
$1.63M 0.37%
8,631
+213
35
$1.56M 0.35%
7,095
+1,081
36
$1.44M 0.33%
19,086
+50
37
$1.31M 0.3%
2,110
+12
38
$1.29M 0.29%
12,740
+15
39
$1.08M 0.25%
5,697
+370
40
$1.06M 0.24%
6,392
-171
41
$1.01M 0.23%
+15,701
42
$979K 0.22%
3,400
+12
43
$951K 0.22%
2,099
+54
44
$924K 0.21%
1,951
+17
45
$855K 0.19%
1,460
+98
46
$841K 0.19%
17,398
47
$840K 0.19%
917
+47
48
$828K 0.19%
+11,508
49
$733K 0.17%
2,530
+6
50
$691K 0.16%
3,500
+650
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