RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
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
+$10.2M
2
+$4.96M
3
+$4.64M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.51M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.1M

Top Sells

1
+$11.9M
2
+$4.39M
3
+$3.77M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.21M
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
GPC icon
201
Genuine Parts
GPC
$18.9B
$208K 0.03%
1,688
JBHT icon
202
JB Hunt Transport Services
JBHT
$19.7B
$206K 0.03%
+1,057
ILMN icon
203
Illumina
ILMN
$22B
$205K 0.03%
+1,562
SCHG icon
204
Schwab US Large-Cap Growth ETF
SCHG
$52.8B
$203K 0.03%
+6,236
VO icon
205
Vanguard Mid-Cap ETF
VO
$94.6B
$203K 0.03%
699
-443
UTHR icon
206
United Therapeutics
UTHR
$19.9B
$202K 0.03%
+414
BWA icon
207
BorgWarner
BWA
$10.2B
$200K 0.03%
+4,443
SMFG icon
208
Sumitomo Mitsui Financial
SMFG
$136B
$198K 0.03%
+10,259
ADT icon
209
ADT
ADT
$6.77B
$182K 0.03%
22,549
+2,110
VALE icon
210
Vale
VALE
$61.8B
$169K 0.03%
+12,938
MFG icon
211
Mizuho Financial
MFG
$106B
$155K 0.03%
21,151
+1,279
LYG icon
212
Lloyds Banking Group
LYG
$80.8B
$154K 0.03%
29,039
+1,226
BBD icon
213
Banco Bradesco
BBD
$37.2B
$105K 0.02%
31,529
+2,155
ABEV icon
214
Ambev
ABEV
$40.4B
$42.6K 0.01%
17,253
-541
ALNY icon
215
Alnylam Pharmaceuticals
ALNY
$47.5B
– –
-471
AZO icon
216
AutoZone
AZO
$57.7B
– –
-61
CRM icon
217
Salesforce
CRM
$215B
– –
-1,022
EBAY icon
218
eBay
EBAY
$42.8B
– –
-2,566
EG icon
219
Everest Group
EG
$13.4B
– –
-677
EXR icon
220
Extra Space Storage
EXR
$31.4B
– –
-1,447
KMI icon
221
Kinder Morgan
KMI
$62B
– –
-7,092
LIN icon
222
Linde
LIN
$204B
– –
-772
MRSH
223
Marsh
MRSH
$89.3B
– –
-1,065
MOH icon
224
Molina Healthcare
MOH
$9.87B
– –
-1,101
PG icon
225
Procter & Gamble
PG
$337B
– –
-3,567
6 7 8
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