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
$615M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.38M
3
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

1
+$11.9M
2
+$4.39M
3
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EIX icon
101
Edison International
EIX
$28.6B
$393K 0.06%
+6,555
HURN icon
102
Huron Consulting
HURN
$2.49B
$386K 0.06%
2,235
+1
APH icon
103
Amphenol
APH
$166B
$385K 0.06%
2,852
+111
NEM icon
104
Newmont
NEM
$140B
$380K 0.06%
3,804
+951
GD icon
105
General Dynamics
GD
$98.6B
$379K 0.06%
1,126
+99
UAL icon
106
United Airlines
UAL
$33.4B
$377K 0.06%
3,372
+610
LMT icon
107
Lockheed Martin
LMT
$156B
$373K 0.06%
+772
MAR icon
108
Marriott International
MAR
$87.6B
$357K 0.06%
1,149
+33
PCG icon
109
PG&E
PCG
$42B
$356K 0.06%
22,125
+5,251
BX icon
110
Blackstone
BX
$90.3B
$352K 0.06%
2,287
+393
ZM icon
111
Zoom
ZM
$21.5B
$352K 0.06%
+4,081
PM icon
112
Philip Morris
PM
$286B
$349K 0.06%
2,177
-44
SHEL icon
113
Shell
SHEL
$237B
$349K 0.06%
4,746
+186
SAN icon
114
Banco Santander
SAN
$175B
$345K 0.06%
29,426
+987
FIX icon
115
Comfort Systems
FIX
$50.6B
$343K 0.06%
368
+106
IEMG icon
116
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$343K 0.06%
5,109
+2
TEAM icon
117
Atlassian
TEAM
$19.5B
$343K 0.06%
+2,115
T icon
118
AT&T
T
$196B
$339K 0.06%
13,653
-900
CEG icon
119
Constellation Energy
CEG
$118B
$339K 0.06%
959
+10
USB icon
120
US Bancorp
USB
$84.9B
$338K 0.06%
+6,335
DHI icon
121
D.R. Horton
DHI
$44.7B
$337K 0.05%
2,342
+1,005
HIG icon
122
Hartford Financial Services
HIG
$39.3B
$337K 0.05%
2,445
+138
FOXA icon
123
Fox Class A
FOXA
$24.2B
$337K 0.05%
4,610
+657
NTRS icon
124
Northern Trust
NTRS
$27.1B
$336K 0.05%
2,460
+719
ANET icon
125
Arista Networks
ANET
$162B
$332K 0.05%
2,535
+796
3 4
5
6 7