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
$111M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.95M
3
+$2.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.25M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.13M

Top Sells

1
+$3.14M
2
+$1.22M
3
+$936K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$315K

Sector Composition

1 Technology 8.58%
2 Financials 5.48%
3 Consumer Discretionary 5.47%
4 Consumer Staples 3.33%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.02%
66
252
$18K 0.02%
+88
253
$18K 0.02%
41
254
$18K 0.02%
82
255
$18K 0.02%
260
+5
256
$18K 0.02%
148
257
$18K 0.02%
1,515
+36
258
$18K 0.02%
75
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259
$18K 0.02%
119
260
$17K 0.02%
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+20
261
$17K 0.02%
154
+1
262
$17K 0.02%
75
263
$17K 0.02%
250
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264
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265
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25
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$16K 0.01%
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268
$16K 0.01%
190
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269
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128
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194
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61
274
$16K 0.01%
54
275
$16K 0.01%
160
+30
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