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
51
$677K 0.15%
2,024
+104
52
$647K 0.15%
3,639
+84
53
$645K 0.15%
2,784
+232
54
$641K 0.14%
4,433
-19
55
$627K 0.14%
12,008
+8,015
56
$620K 0.14%
2,585
+183
57
$564K 0.13%
11,895
-431
58
$558K 0.13%
3,850
+132
59
$548K 0.12%
13,103
-14
60
$514K 0.12%
1,773
+87
61
$510K 0.12%
4,837
+848
62
$477K 0.11%
+6,915
63
$474K 0.11%
879
+4
64
$443K 0.1%
849
+41
65
$435K 0.1%
1,119
+119
66
$434K 0.1%
9,866
+438
67
$430K 0.1%
1,362
+172
68
$424K 0.1%
1,051
+259
69
$400K 0.09%
362
+6
70
$391K 0.09%
3,453
+127
71
$349K 0.08%
1,293
+5
72
$347K 0.08%
1,850
73
$338K 0.08%
842
-6
74
$324K 0.07%
3,768
+245
75
$319K 0.07%
5,632
+583
1 2
3
4 5