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
101
– –
-2,077
102
– –
-235
103
– –
-7,009
104
– –
-1,688
105
– –
-1,044
106
– –
-13,810
107
– –
-393
108
– –
-12,675
1 2 3 4
5