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
REGN icon
151
Regeneron Pharmaceuticals
REGN
$83.6B
$286K 0.05%
+371
GDXJ icon
152
VanEck Junior Gold Miners ETF
GDXJ
$12.1B
$284K 0.05%
2,500
DAL icon
153
Delta Air Lines
DAL
$42B
$283K 0.05%
+4,072
RING icon
154
iShares MSCI Global Gold Miners ETF
RING
$4.09B
$281K 0.05%
3,810
ADBE icon
155
Adobe
ADBE
$107B
$278K 0.05%
795
-697
BBVA icon
156
Banco Bilbao Vizcaya Argentaria
BBVA
$127B
$274K 0.04%
11,734
+757
ORLY icon
157
O'Reilly Automotive
ORLY
$80B
$273K 0.04%
2,990
-686
OTIS icon
158
Otis Worldwide
OTIS
$36.4B
$273K 0.04%
3,120
+58
INTU icon
159
Intuit
INTU
$117B
$268K 0.04%
404
+10
QCOM icon
160
Qualcomm
QCOM
$150B
$260K 0.04%
1,519
+226
ADP icon
161
Automatic Data Processing
ADP
$86.6B
$259K 0.04%
1,006
-44
HDB icon
162
HDFC Bank
HDB
$162B
$258K 0.04%
7,072
+854
PHM icon
163
Pultegroup
PHM
$25.7B
$258K 0.04%
2,199
+316
UL icon
164
Unilever
UL
$156B
$257K 0.04%
3,925
-217
CMG icon
165
Chipotle Mexican Grill
CMG
$47.8B
$256K 0.04%
+6,929
LYFT icon
166
Lyft
LYFT
$5.47B
$255K 0.04%
13,145
+1,018
PLD icon
167
Prologis
PLD
$133B
$254K 0.04%
+1,988
WFC icon
168
Wells Fargo
WFC
$255B
$250K 0.04%
2,685
+140
DHR icon
169
Danaher
DHR
$146B
$249K 0.04%
+1,089
GM icon
170
General Motors
GM
$70.3B
$247K 0.04%
3,032
-314
GEV icon
171
GE Vernova
GEV
$238B
$246K 0.04%
376
-117
SCHW icon
172
Charles Schwab
SCHW
$170B
$243K 0.04%
2,436
-322
SNDK
173
Sandisk
SNDK
$91.4B
$242K 0.04%
+1,018
DIS icon
174
Walt Disney
DIS
$185B
$241K 0.04%
+2,117
BLK icon
175
Blackrock
BLK
$166B
$236K 0.04%
220
+24
5 6
7
8 9