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
$188M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$1.53M
3
+$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$806K

Top Sells

1
+$231K
2
+$181K
3
+$105K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.7K

Sector Composition

1 Technology 7.15%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.4K 0.03%
171
+120
227
$50.7K 0.03%
+256
228
$50.6K 0.03%
203
+200
229
$50.5K 0.03%
1,361
+1,010
230
$50.3K 0.03%
+315
231
$50.2K 0.03%
712
+1
232
$50.1K 0.03%
298
233
$50.1K 0.03%
+731
234
$49.4K 0.03%
+250
235
$49K 0.03%
+146
236
$48.5K 0.03%
352
+300
237
$48.3K 0.03%
2,157
+366
238
$47.9K 0.03%
+922
239
$47.8K 0.03%
138
+127
240
$47.7K 0.03%
+402
241
$47.5K 0.03%
+121
242
$47.4K 0.03%
363
+1
243
$46.7K 0.02%
526
-2,604
244
$46.6K 0.02%
249
+1
245
$46.3K 0.02%
+81
246
$45.6K 0.02%
477
+265
247
$45.4K 0.02%
+146
248
$45.1K 0.02%
419
+2
249
$44.7K 0.02%
143
+47
250
$44.7K 0.02%
+815
8 9
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