RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$12M
3
+$6.87M
4
FESM icon
Fidelity Enhanced Small Cap ETF
FESM
+$6.66M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$6.29M

Top Sells

1
+$36.4M
2
+$21.5M
3
+$9.44M
4
BND icon
Vanguard Total Bond Market
BND
+$8.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M

Sector Composition

1 Technology 7.81%
2 Financials 2.1%
3 Consumer Discretionary 1.74%
4 Healthcare 1.67%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BWA icon
176
BorgWarner
BWA
$11B
$241K 0.04%
4,443
ANET icon
177
Arista Networks
ANET
$202B
$235K 0.04%
1,914
-621
KLAC icon
178
KLA
KLAC
$227B
$234K 0.04%
+159
IBM icon
179
IBM
IBM
$236B
$233K 0.04%
960
+170
FCX icon
180
Freeport-McMoran
FCX
$98.1B
$232K 0.04%
+3,947
PNFP icon
181
Pinnacle Financial Partners Inc
PNFP
$14B
$231K 0.04%
2,680
+316
DIS icon
182
Walt Disney
DIS
$184B
$230K 0.04%
2,384
+267
ENB icon
183
Enbridge
ENB
$115B
$227K 0.04%
+4,202
EQIX icon
184
Equinix
EQIX
$106B
$225K 0.04%
+230
JBHT icon
185
JB Hunt Transport Services
JBHT
$22.5B
$224K 0.04%
1,057
MPC icon
186
Marathon Petroleum
MPC
$66.6B
$223K 0.04%
+913
BP icon
187
BP
BP
$123B
$222K 0.04%
+4,722
RIO icon
188
Rio Tinto
RIO
$162B
$221K 0.04%
+2,369
SHOP icon
189
Shopify
SHOP
$165B
$220K 0.04%
1,857
+484
BX icon
190
Blackstone
BX
$99.5B
$219K 0.04%
1,903
-384
ZM icon
191
Zoom
ZM
$25.5B
$216K 0.03%
2,685
-1,396
VALE icon
192
Vale
VALE
$76.1B
$215K 0.03%
13,497
+559
SONY icon
193
Sony
SONY
$127B
$214K 0.03%
10,325
-1,771
SLB icon
194
SLB Ltd
SLB
$77.7B
$213K 0.03%
+4,141
AMD icon
195
Advanced Micro Devices
AMD
$454B
$211K 0.03%
+1,035
KMI icon
196
Kinder Morgan
KMI
$70.7B
$209K 0.03%
+6,239
RTX icon
197
RTX Corp
RTX
$264B
$209K 0.03%
+1,082
NOW icon
198
ServiceNow
NOW
$99.9B
$207K 0.03%
1,982
-664
SMFG icon
199
Sumitomo Mitsui Financial
SMFG
$136B
$207K 0.03%
10,489
+230
HON icon
200
Honeywell
HON
$145B
$207K 0.03%
+914
6 7
8
9 10