RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
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
1
$71.3M 11.94%
231,471
+13,779
2
$51.1M 8.56%
637,225
+38,598
3
$44.8M 7.51%
602,845
+16,292
4
$36.2M 6.07%
346,517
-5,154
5
$29M 4.86%
534,917
+6,708
6
$26.7M 4.47%
481,870
-21,833
7
$26M 4.36%
137,184
+6,689
8
$25.7M 4.31%
1,105,513
-8,141
9
$23.5M 3.94%
92,230
+4,781
10
$18.9M 3.17%
216,810
-6,794
11
$17M 2.85%
283,719
-1,539
12
$16.1M 2.7%
321,734
+17,808
13
$14.3M 2.4%
29,898
+1,650
14
$13.7M 2.3%
115,656
+11,543
15
$11.9M 1.99%
450,558
-123,241
16
$11.5M 1.92%
226,288
+137,354
17
$10.3M 1.72%
54,990
+4,830
18
$9.89M 1.66%
103,909
+522
19
$8.8M 1.47%
177,922
+5,547
20
$6.07M 1.02%
32,526
+7,338
21
$5.96M 1%
11,498
+2,405
22
$5.48M 0.92%
23,422
-84
23
$5.12M 0.86%
109,278
-516
24
$4.39M 0.74%
157,191
-41,033
25
$4.15M 0.7%
22,754
+884
1
2 3 4 5