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
251
$43.9K 0.02%
+138
252
$43.7K 0.02%
814
+394
253
$43.5K 0.02%
167
+122
254
$43.5K 0.02%
243
+1
255
$43.1K 0.02%
+221
256
$43.1K 0.02%
859
+5
257
$42.7K 0.02%
273
+162
258
$42.6K 0.02%
304
+1
259
$42.4K 0.02%
716
+467
260
$41.4K 0.02%
841
+3
261
$41.3K 0.02%
+192
262
$41.3K 0.02%
684
+2
263
$41.3K 0.02%
452
264
$41.2K 0.02%
556
+297
265
$41.1K 0.02%
1,601
266
$41.1K 0.02%
+84
267
$40.9K 0.02%
+423
268
$40.9K 0.02%
+162
269
$40.5K 0.02%
+248
270
$40.4K 0.02%
405
+305
271
$40.4K 0.02%
+69
272
$40.3K 0.02%
2,565
+587
273
$40.3K 0.02%
+278
274
$40.2K 0.02%
183
+105
275
$40.2K 0.02%
+205
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