RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.53M
3
+$1.22M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$663K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$581K

Top Sells

1
+$5.83M
2
+$2.4M
3
+$2.21M
4
HD icon
Home Depot
HD
+$1.85M
5
TGT icon
Target
TGT
+$1.62M

Sector Composition

1 Technology 5.02%
2 Financials 4.92%
3 Consumer Discretionary 3.33%
4 Healthcare 2.45%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.7K 0.02%
111
-30
227
$21.6K 0.02%
459
+4
228
$21.6K 0.02%
224
-65
229
$21.4K 0.02%
641
+153
230
$21.2K 0.02%
150
-42
231
$21.2K 0.02%
846
232
$21K 0.02%
164
-89
233
$20.8K 0.02%
1,108
234
$20.8K 0.02%
443
+4
235
$20.7K 0.02%
188
236
$20.6K 0.02%
190
+2
237
$20.5K 0.02%
253
+2
238
$20.1K 0.02%
763
+20
239
$19.8K 0.02%
1,595
240
$19.7K 0.02%
413
+3
241
$19.4K 0.02%
51
242
$19.3K 0.01%
520
-134
243
$19.3K 0.01%
367
+4
244
$18.9K 0.01%
241
+20
245
$18.9K 0.01%
76
246
$18.7K 0.01%
248
-11
247
$18.5K 0.01%
228
-64
248
$18.1K 0.01%
819
-495
249
$18.1K 0.01%
472
+9
250
$18K 0.01%
25
8 9
10
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