RA

Riversedge Advisors Portfolio holdings

AUM $597M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.52M
3
+$1.41M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.01M
5
BND icon
Vanguard Total Bond Market
BND
+$828K

Top Sells

1
+$416K
2
+$270K
3
+$259K
4
MRK icon
Merck
MRK
+$236K
5
GPC icon
Genuine Parts
GPC
+$236K

Sector Composition

1 Technology 7.65%
2 Financials 1%
3 Communication Services 0.87%
4 Consumer Discretionary 0.83%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.4M 9.58%
1,827,314
-11,629
2
$32M 7.23%
695,989
+30,603
3
$31.9M 7.21%
362,947
-4,727
4
$27.8M 6.29%
544,149
+3,671
5
$23.2M 5.26%
92,823
+568
6
$22.4M 5.06%
318,443
-2,417
7
$22.2M 5.01%
126,513
+1,087
8
$20.9M 4.73%
1,130,027
+15,333
9
$18.4M 4.17%
519,429
+4,128
10
$16.7M 3.77%
645,618
-5,150
11
$16.2M 3.67%
628,285
-2,387
12
$14.5M 3.27%
260,862
-448
13
$13.7M 3.1%
286,398
+3,932
14
$12.7M 2.86%
287,661
+2,527
15
$10.7M 2.43%
402,971
+6,250
16
$9.03M 2.04%
22,003
-101
17
$7.35M 1.66%
146,599
-1,573
18
$7.12M 1.61%
193,424
+16,176
19
$6.77M 1.53%
72,516
-126
20
$6.48M 1.47%
129,301
+2,313
21
$5.32M 1.2%
25,338
-83
22
$5.24M 1.18%
30,945
+125
23
$4.43M 1%
115,481
+1,238
24
$4.4M 0.99%
15,697
+1,039
25
$3.41M 0.77%
65,668
+3,001
1
2 3 4 5