RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.08M
3
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

1
+$3.13M
2
+$1.18M
3
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 0.59%
11,782
-537
27
$3.44M 0.58%
52,947
+7,178
28
$2.96M 0.5%
78,475
+4,123
29
$2.88M 0.48%
11,846
+1,834
30
$2.69M 0.45%
12,230
+2,701
31
$2.31M 0.39%
3,451
-34
32
$2.3M 0.38%
78,854
-2,452
33
$2.13M 0.36%
8,741
+1,817
34
$2.03M 0.34%
9,721
-475
35
$1.93M 0.32%
2,631
+634
36
$1.78M 0.3%
5,382
+1,353
37
$1.7M 0.28%
15,932
-556
38
$1.59M 0.27%
13,143
-31
39
$1.56M 0.26%
3,499
+897
40
$1.51M 0.25%
16,232
-312
41
$1.42M 0.24%
2,826
+516
42
$1.42M 0.24%
+36,250
43
$1.34M 0.22%
26,313
-344
44
$1.3M 0.22%
4,120
+970
45
$1.27M 0.21%
4,546
+289
46
$1.17M 0.2%
1,910
+1,031
47
$1.14M 0.19%
3,555
-62
48
$1.08M 0.18%
3,298
+854
49
$1.05M 0.18%
4,529
+756
50
$983K 0.16%
1,062
+47
1
2
3 4 5