RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$6.59M
3
+$4.32M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.16M
5
VTV icon
Vanguard Value ETF
VTV
+$2.83M

Top Sells

1
+$14M
2
+$4.78M
3
+$3.41M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.4M

Sector Composition

1 Technology 6.62%
2 Financials 1.64%
3 Consumer Discretionary 1.06%
4 Communication Services 1.06%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$743K 0.15%
2,444
-78
52
$700K 0.14%
3,773
+96
53
$654K 0.13%
4,278
+34
54
$625K 0.12%
2,139
+101
55
$615K 0.12%
1,731
+3
56
$583K 0.11%
4,350
+530
57
$574K 0.11%
11,365
-1,390
58
$558K 0.11%
+4,877
59
$554K 0.11%
3,869
-266
60
$522K 0.1%
1,425
+218
61
$506K 0.1%
932
+65
62
$503K 0.1%
6,915
63
$502K 0.1%
10,600
+841
64
$499K 0.1%
879
-3
65
$497K 0.1%
3,654
-3
66
$465K 0.09%
9,718
-2,127
67
$433K 0.08%
4,074
-9
68
$429K 0.08%
1,410
-22
69
$412K 0.08%
3,636
+10
70
$388K 0.08%
6,383
+259
71
$384K 0.08%
1,850
72
$377K 0.07%
1,071
-39
73
$369K 0.07%
656
-22
74
$367K 0.07%
12,681
+757
75
$366K 0.07%
+1,722
1 2
3
4 5