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
251
$17.6K 0.01%
269
-25
252
$17.6K 0.01%
199
253
$17.5K 0.01%
208
254
$17.5K 0.01%
300
+1
255
$17.5K 0.01%
1,393
256
$17.5K 0.01%
367
257
$17.4K 0.01%
416
+8
258
$17K 0.01%
132
-60
259
$16.9K 0.01%
173
260
$16.9K 0.01%
151
-62
261
$16.9K 0.01%
41
-12
262
$16.8K 0.01%
390
+5
263
$16.7K 0.01%
246
264
$16.1K 0.01%
60
-2
265
$16.1K 0.01%
64
-42
266
$16.1K 0.01%
35
-21
267
$16.1K 0.01%
325
-36
268
$16K 0.01%
176
269
$16K 0.01%
327
+8
270
$15.8K 0.01%
178
271
$15.7K 0.01%
274
272
$15.7K 0.01%
514
+8
273
$15.6K 0.01%
142
+1
274
$15.5K 0.01%
113
+1
275
$15.4K 0.01%
108
9 10
11
12 13