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
176
$219K 0.04%
+426
177
$217K 0.04%
+730
178
$216K 0.04%
+262
179
$216K 0.04%
734
-7
180
$215K 0.04%
+5,252
181
$215K 0.04%
+1,293
182
$215K 0.04%
+471
183
$215K 0.04%
+1,065
184
$213K 0.04%
+2,545
185
$212K 0.04%
+6,218
186
$211K 0.04%
+10,977
187
$211K 0.04%
+1,553
188
$211K 0.04%
+1,101
189
$208K 0.03%
+1,431
190
$204K 0.03%
+3,346
191
$204K 0.03%
+1,447
192
$202K 0.03%
+2,676
193
$201K 0.03%
+7,092
194
$178K 0.03%
+20,439
195
$133K 0.02%
19,872
+2,910
196
$126K 0.02%
27,813
+2,133
197
$99.3K 0.02%
29,374
+1,473
198
$39.7K 0.01%
17,794
-3,156
199
– –
-257
200
– –
-7,616
4 5 6 7
8