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 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