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
276
$39.9K 0.02%
+172
277
$39.9K 0.02%
+114
278
$39.8K 0.02%
+159
279
$39.7K 0.02%
+74
280
$39.5K 0.02%
+242
281
$39.4K 0.02%
643
+2
282
$39.3K 0.02%
318
-10
283
$39.3K 0.02%
821
+452
284
$39.1K 0.02%
294
+54
285
$39K 0.02%
+47
286
$39K 0.02%
+301
287
$38.9K 0.02%
463
+1
288
$38.7K 0.02%
+262
289
$38.4K 0.02%
383
290
$38.4K 0.02%
+180
291
$38.3K 0.02%
400
+1
292
$38.2K 0.02%
+813
293
$38.1K 0.02%
+450
294
$38K 0.02%
+210
295
$38K 0.02%
+79
296
$38K 0.02%
88
+19
297
$37.9K 0.02%
+68
298
$37.9K 0.02%
+153
299
$37.9K 0.02%
+405
300
$37.8K 0.02%
+370
10 11
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