RA
Riversedge Advisors Portfolio holdings
AUM
$511M
This Quarter Return
+10.07%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$365M
AUM Growth
+$365M
(+7.7%)
Cap. Flow
-$5.87M
Cap. Flow
% of AUM
-1.61%
Top 10 Holdings %
Top 10 Hldgs %
66.62%
Holding
83
New
13
Increased
27
Reduced
36
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.43% |
| 2 | Healthcare | 0.75% |
| 3 | Financials | 0.71% |
| 4 | Consumer Discretionary | 0.59% |
| 5 | Communication Services | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
SPDR S&P 500 ETF Trust
SPY
$658B
| $203K | 0.06% |
+428
| New | +$203K |
|
77
TSMC
TSM
$1.2T
| $203K | 0.06% |
+1,951
| New | +$203K |
|
78
Banco Santander
SAN
$141B
| $41.9K | 0.01% |
+10,125
| New | +$41.9K |
|
79
Lloyds Banking Group
LYG
$64.3B
| $26.6K | 0.01% |
+11,115
| New | +$26.6K |
|
80
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| – | – |
-21,334
| Closed | -$1.02M |
|
81
Qualcomm
QCOM
$173B
| – | – |
-1,804
| Closed | -$200K |
|
82
Texas Pacific Land
TPL
$21.5B
| – | – |
-119
| Closed | -$217K |
|
83
Exxon Mobil
XOM
$487B
| – | – |
-2,373
| Closed | -$279K |
|