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RA
Riversedge Advisors Portfolio holdings
AUM
$618M
1-Year Est. Return
19.59%
This Fund
S&P 500
This Quarter
Est. Return
-0.62%
1 Year Est. Return
+19.59%
3 Year Est. Return
+47.27%
5 Year Est. Return
+40.51%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
(+0.44%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$63.9M |
| 2 |
JPMorgan Active Bond ETF
JBND
|
+$12M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$6.87M |
| 4 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$6.66M |
| 5 |
VanEck Inflation Allocation ETF
RAAX
|
+$6.29M |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
+$36.4M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$21.5M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$9.44M |
| 4 |
Vanguard Total Bond Market
BND
|
+$8.55M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Ross Stores
ROST
$72.4B
| $206K | 0.03% |
+953
| New | +$190K |
|
202
Teradyne
TER
$53.6B
| $206K | 0.03% |
+696
| New | +$194K |
|
203
Medpace
MEDP
$15.1B
| $205K | 0.03% |
427
-131
| -23% | -$67.1K |
|
204
Uber
UBER
$148B
| $205K | 0.03% |
+2,849
| New | +$219K |
|
205
State Street
STT
$51.6B
| $205K | 0.03% |
+1,618
| New | +$207K |
|
206
Neurocrine Biosciences
NBIX
$17.3B
| $204K | 0.03% |
+1,551
| New | +$206K |
|
207
SAP
SAP
$182B
| $204K | 0.03% |
1,190
-29
| -2% | -$5.99K |
|
208
Steel Dynamics
STLD
$34B
| $203K | 0.03% |
+1,127
| New | +$205K |
|
209
GSK
GSK
$103B
| $202K | 0.03% |
+3,669
| New | +$199K |
|
210
Gilead Sciences
GILD
$164B
| $202K | 0.03% |
+1,449
| New | +$203K |
|
211
Vanguard Mid-Cap ETF
VO
$106B
| $201K | 0.03% |
2,796
| – | – |
|
212
Mizuho Financial
MFG
$130B
| $169K | 0.03% |
21,284
+133
| +0.6% | +$1.13K |
|
213
Lloyds Banking Group
LYG
$88B
| $148K | 0.02% |
29,445
+406
| +1% | +$2.23K |
|
214
Banco Bradesco
BBD
$38.3B
| $118K | 0.02% |
32,307
+778
| +2% | +$2.95K |
|
215
ADT
ADT
$4.96B
| $93K | 0.02% |
14,159
-8,390
| -37% | -$63K |
|
216
Ambev
ABEV
$46.8B
| $64.1K | 0.01% |
21,937
+4,684
| +27% | +$13.4K |
|
217
Accenture
ACN
$83.8B
| – | – |
-1,225
| Closed | -$329K |
|
218
Automatic Data Processing
ADP
$98.9B
| – | – |
-1,006
| Closed | -$259K |
|
219
American Express
AXP
$245B
| – | – |
-596
| Closed | -$220K |
|
220
Best Buy
BBY
$18B
| – | – |
-3,273
| Closed | -$219K |
|
221
Bitwise Bitcoin ETF
BITB
$2.49B
| – | – |
-4,860
| Closed | -$231K |
|
|
CIL
222
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
| – | – |
-11,034
| Closed | -$596K |
|
223
Chipotle Mexican Grill
CMG
$44.4B
| – | – |
-6,929
| Closed | -$256K |
|
224
CrowdStrike
CRWD
$211B
| – | – |
-2,516
| Closed | -$295K |
|
225
D.R. Horton
DHI
$43B
| – | – |
-2,342
| Closed | -$337K |
|
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