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
$615M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.38M
3
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

1
+$11.9M
2
+$4.39M
3
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
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
$13.5B
$208K 0.03%
1,688
JBHT icon
202
JB Hunt Transport Services
JBHT
$26.9B
$206K 0.03%
+1,057
ILMN icon
203
Illumina
ILMN
$24.6B
$205K 0.03%
+1,562
SCHG icon
204
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$203K 0.03%
+6,236
VO icon
205
Vanguard Mid-Cap ETF
VO
$101B
$203K 0.03%
2,796
-1,772
UTHR icon
206
United Therapeutics
UTHR
$23.3B
$202K 0.03%
+414
BWA icon
207
BorgWarner
BWA
$14.9B
$200K 0.03%
+4,443
SMFG icon
208
Sumitomo Mitsui Financial
SMFG
$147B
$198K 0.03%
+10,259
ADT icon
209
ADT
ADT
$5.16B
$182K 0.03%
22,549
+2,110
VALE icon
210
Vale
VALE
$64.9B
$169K 0.03%
+12,938
MFG icon
211
Mizuho Financial
MFG
$116B
$155K 0.03%
21,151
+1,279
LYG icon
212
Lloyds Banking Group
LYG
$77.3B
$154K 0.03%
29,039
+1,226
BBD icon
213
Banco Bradesco
BBD
$35.5B
$105K 0.02%
31,529
+2,155
ABEV icon
214
Ambev
ABEV
$48.6B
$42.6K 0.01%
17,253
-541
ALNY icon
215
Alnylam Pharmaceuticals
ALNY
$40.5B
– –
-471
AZO icon
216
AutoZone
AZO
$51B
– –
-61
CRM icon
217
Salesforce
CRM
$152B
– –
-1,022
EBAY icon
218
eBay
EBAY
$48.6B
– –
-2,566
EG icon
219
Everest Group
EG
$13.2B
– –
-677
EXR icon
220
Extra Space Storage
EXR
$30.7B
– –
-1,447
KMI icon
221
Kinder Morgan
KMI
$70.5B
– –
-7,092
MRSH
222
Marsh
MRSH
$79.7B
– –
-1,065
MOH icon
223
Molina Healthcare
MOH
$9.94B
– –
-1,101
PG icon
224
Procter & Gamble
PG
$341B
– –
-3,567
PNC icon
225
PNC Financial Services
PNC
$91.7B
– –
-1,660
6 7 8
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