RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.08M
3
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

1
+$3.13M
2
+$1.18M
3
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$254K 0.04%
1,380
+310
152
$253K 0.04%
+1,739
153
$249K 0.04%
+3,953
154
$249K 0.04%
+1,883
155
$248K 0.04%
+887
156
$248K 0.04%
+2,500
157
$247K 0.04%
+3,810
158
$242K 0.04%
+1,022
159
$242K 0.04%
+1,990
160
$241K 0.04%
+2,853
161
$238K 0.04%
+2,105
162
$238K 0.04%
+1,100
163
$237K 0.04%
+677
164
$234K 0.04%
+1,741
165
$234K 0.04%
1,688
166
$233K 0.04%
+2,566
167
$228K 0.04%
+196
168
$227K 0.04%
+1,336
169
$227K 0.04%
+1,337
170
$225K 0.04%
+750
171
$224K 0.04%
+5,104
172
$221K 0.04%
7,313
+4
173
$221K 0.04%
+2,357
174
$220K 0.04%
+5,589
175
$220K 0.04%
+1,525
4 5 6
7
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