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RA
Riversedge Advisors Portfolio holdings
AUM
$618M
1-Year Est. Return
19.59%
This Fund
S&P 500
This Quarter
Est. Return
-0.62%
1 Year Est. Return
+19.59%
3 Year Est. Return
+47.27%
5 Year Est. Return
+40.51%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
(+0.44%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$63.9M |
| 2 |
JPMorgan Active Bond ETF
JBND
|
+$12M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$6.87M |
| 4 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$6.66M |
| 5 |
VanEck Inflation Allocation ETF
RAAX
|
+$6.29M |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
+$36.4M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$21.5M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$9.44M |
| 4 |
Vanguard Total Bond Market
BND
|
+$8.55M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.28M |
Sector Composition
| 1 | Technology | 7.81% |
| 2 | Financials | 2.1% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Healthcare | 1.67% |
| 5 | Communication Services | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Intel
INTC
$518B
| $439K | 0.07% |
9,944
-1,890
| -16% | -$86.6K |
|
102
Royal Bank of Canada
RY
$303B
| $430K | 0.07% |
2,658
+21
| +0.8% | +$3.51K |
|
103
Verizon
VZ
$179B
| $426K | 0.07% |
+8,496
| New | +$394K |
|
104
Newmont
NEM
$102B
| $426K | 0.07% |
3,939
+135
| +4% | +$15.6K |
|
105
Mueller Industries
MLI
$12.7B
| $424K | 0.07% |
7,654
+42
| +0.6% | +$2.52K |
|
106
Home Depot
HD
$340B
| $415K | 0.07% |
1,263
-156
| -11% | -$56.8K |
|
107
Procter & Gamble
PG
$345B
| $410K | 0.07% |
+2,838
| New | +$430K |
|
108
Phillips 66
PSX
$78.6B
| $404K | 0.07% |
2,215
-60
| -3% | -$9.4K |
|
109
Goldman Sachs
GS
$340B
| $399K | 0.06% |
472
+19
| +4% | +$16.9K |
|
110
Amphenol
APH
$193B
| $392K | 0.06% |
3,102
+250
| +9% | +$35.2K |
|
111
General Dynamics
GD
$98.9B
| $387K | 0.06% |
1,127
+1
| +0.1% | +$355 |
|
112
Airbnb
ABNB
$88.1B
| $385K | 0.06% |
3,049
+610
| +25% | +$79.3K |
|
113
Ametek
AME
$53.5B
| $380K | 0.06% |
1,772
+215
| +14% | +$47.8K |
|
114
Booking.com
BKNG
$142B
| $379K | 0.06% |
2,250
+375
| +20% | +$69K |
|
115
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $376K | 0.06% |
3,531
-172
| -5% | -$18.4K |
|
116
Delta Air Lines
DAL
$56.5B
| $374K | 0.06% |
5,629
+1,557
| +38% | +$105K |
|
117
Philip Morris
PM
$282B
| $372K | 0.06% |
2,249
+72
| +3% | +$12.5K |
|
118
Hartford Financial Services
HIG
$36.9B
| $359K | 0.06% |
2,653
+208
| +9% | +$28.4K |
|
119
Coca-Cola
KO
$355B
| $356K | 0.06% |
4,688
+201
| +4% | +$15.2K |
|
120
Eaton
ETN
$160B
| $354K | 0.06% |
990
+73
| +8% | +$26K |
|
121
Pultegroup
PHM
$23.9B
| $350K | 0.06% |
2,979
+780
| +35% | +$99.9K |
|
122
Mitsubishi UFJ Financial
MUFG
$257B
| $348K | 0.06% |
20,522
+646
| +3% | +$11.5K |
|
123
Oracle
ORCL
$382B
| $348K | 0.06% |
2,363
+785
| +50% | +$128K |
|
124
Valero Energy
VLO
$86.9B
| $347K | 0.06% |
1,404
+22
| +2% | +$4.54K |
|
125
Northern Trust
NTRS
$35.4B
| $347K | 0.06% |
2,484
+24
| +1% | +$3.45K |
|
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