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
$441M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.78M
3
+$3.07M
4
OSEA icon
Harbor International Compounders ETF
OSEA
+$3.02M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.58M

Top Sells

1
+$9.97M
2
+$7.65M
3
+$3.76M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.29M
5
QCOM icon
Qualcomm
QCOM
+$284K

Sector Composition

1 Technology 6.89%
2 Healthcare 0.81%
3 Financials 0.79%
4 Communication Services 0.74%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,424
102
– –
-228,847
103
– –
-149,299
1 2 3 4
5