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
$124M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1 +$5.07M
2 +$274K
3 +$93.7K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$88.3K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$83.5K

Top Sells

1 +$5.94M
2 +$415K
3 +$398K
4
VTV icon
Vanguard Value ETF
VTV
+$318K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$259K

Sector Composition

1 Technology 6.46%
2 Financials 5%
3 Consumer Discretionary 4.54%
4 Consumer Staples 3.18%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$20K 0.02%
105
252
$19.7K 0.02%
187
+2
253
$19.7K 0.02%
187
+1
254
$19.4K 0.02%
195
+1
255
$19.3K 0.02%
483
-473
256
$18.9K 0.02%
61
257
$18.6K 0.02%
223
+1
258
$18.2K 0.01%
281
+85
259
$18.1K 0.01%
173
+2
260
$18K 0.01%
25
261
$17.9K 0.01%
203
+1
262
$17.8K 0.01%
363
+6
263
$17.8K 0.01%
67
264
$17.6K 0.01%
62
265
$17.5K 0.01%
52
+5
266
$17.3K 0.01%
256
267
$17.2K 0.01%
772
+22
268
$16.7K 0.01%
407
+3
269
$16.6K 0.01%
67
270
$16.5K 0.01%
504
-23
271
$16.5K 0.01%
51
+1
272
$16.5K 0.01%
462
+6
273
$16.4K 0.01%
139
+1
274
$16.2K 0.01%
420
+4
275
$16.2K 0.01%
2,733
+96