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
$448M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.53%
2 Financials 1.35%
3 Healthcare 0.93%
4 Consumer Discretionary 0.91%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.5M 0.56%
99,030
-30,497
27
$2.47M 0.55%
6,575
-827
28
$2.43M 0.54%
22,376
-1,610
29
$2.37M 0.53%
12,704
-1,527
30
$2.09M 0.47%
78,537
-52,059
31
$2.07M 0.46%
+56,632
32
$1.9M 0.42%
18,015
-4,603
33
$1.86M 0.41%
50,512
-142,912
34
$1.79M 0.4%
3,194
+241
35
$1.79M 0.4%
34,938
-30,730
36
$1.73M 0.39%
20,555
+1,469
37
$1.38M 0.31%
8,892
+261
38
$1.29M 0.29%
6,784
-311
39
$1.26M 0.28%
2,357
+258
40
$1.23M 0.27%
24,582
-104,719
41
$1.18M 0.26%
12,754
+14
42
$1.15M 0.26%
2,113
+3
43
$1.05M 0.23%
6,009
-383
44
$957K 0.21%
1,660
+200
45
$951K 0.21%
1,006
+89
46
$922K 0.21%
1,979
+28
47
$921K 0.21%
23,393
-496,036
48
$917K 0.2%
5,871
+174
49
$897K 0.2%
3,509
+109
50
$867K 0.19%
17,398