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
76
$301K 0.07%
1,080
+33
77
$299K 0.07%
11,221
-468
78
$282K 0.06%
1,145
+201
79
$278K 0.06%
2,234
80
$273K 0.06%
8,330
+994
81
$268K 0.06%
916
+37
82
$264K 0.06%
4,247
-305
83
$260K 0.06%
784
-48
84
$258K 0.06%
289
+4
85
$256K 0.06%
369
+76
86
$254K 0.06%
433
+1
87
$246K 0.06%
1,429
+47
88
$244K 0.06%
3,225
89
$235K 0.05%
+4,742
90
$226K 0.05%
2,664
+774
91
$226K 0.05%
3,602
+559
92
$223K 0.05%
+1,848
93
$206K 0.05%
+2,610
94
$206K 0.05%
1,916
+190
95
$141K 0.03%
+12,065
96
$78.5K 0.02%
17,220
+2,148
97
$73.7K 0.02%
15,078
+4,747
98
$54.6K 0.01%
20,078
+2,834
99
$13.2K ﹤0.01%
13,231
100
– –
-387
1 2 3
4
5