RA
Riversedge Advisors Portfolio holdings
AUM $448M
AUM
$448M
AUM Growth
+$6.09M (+1%)
Cap. Flow
+$47.2M
Cap. Flow % of AUM
10.54%
Top 10 Holdings %Top 10 Hldgs %
60.91%
Holding
121
New
22
Increased
52
Reduced
39
Closed
3
Top Buys
| 1 | $39.6M | |
| 2 | $34.2M | |
| 3 | $28.4M | |
| 4 | $8.82M | |
| 5 | $8M |
Top Sells
| 1 | $19.5M | |
| 2 | $15.9M | |
| 3 | $15.1M | |
| 4 | $9.59M | |
| 5 | $8.26M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $356K | 0.08% | 382 +93 | +32% | +$86.7K | |||
| $354K | 0.08% | 534 +165 | +45% | +$109K | |||
| $352K | 0.08% | 6,124 +1,382 | +29% | +$79.4K | |||
| $350K | 0.08% | 1,850 | – | – | |||
| $345K | 0.08% | 4,711 +1,109 | +31% | +$81.3K | |||
| $337K | 0.08% | 11,924 | New | +$337K | |||
| $331K | 0.07% | 5,435 -197 | -4% | -$12K | |||
| $331K | 0.07% | 4,502 | New | +$331K | |||
| $320K | 0.07% | 2,234 | – | – | |||
| $310K | 0.07% | 11,247 +26 | +0.2% | +$717 | |||
| $310K | 0.07% | 375 | New | +$310K | |||
| $308K | 0.07% | 4,304 +57 | +1% | +$4.08K | |||
| $307K | 0.07% | 1,004 +88 | +10% | +$26.9K | |||
| $303K | 0.07% | 839 -3 | -0.4% | -$1.08K | |||
| $299K | 0.07% | 1,152 +101 | +10% | +$26.2K | |||
| $293K | 0.07% | 524 +91 | +21% | +$50.9K | |||
| $292K | 0.07% | 558 | New | +$292K | |||
| $279K | 0.06% | 2,657 | New | +$279K | |||
| $278K | 0.06% | 3,405 +180 | +6% | +$14.7K | |||
| $266K | 0.06% | 186 +12 | +7% | +$17.2K | |||
| $264K | 0.06% | 2,367 | New | +$264K | |||
| $257K | 0.06% | 1,080 | – | – | |||
| $257K | 0.06% | 3,703 -65 | -2% | -$4.51K | |||
| $239K | 0.05% | 3,362 | New | +$239K | |||
| $237K | 0.05% | 9,321 | New | +$237K |
