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
301
$13K 0.01%
397
+4
302
$13K 0.01%
107
303
$12K 0.01%
166
304
$12K 0.01%
776
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305
$12K 0.01%
201
306
$12K 0.01%
100
307
$12K 0.01%
71
308
$12K 0.01%
235
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309
$11K 0.01%
47
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$11K 0.01%
87
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311
$11K 0.01%
62
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312
$11K 0.01%
176
+1
313
$11K 0.01%
274
314
$11K 0.01%
545
315
$11K 0.01%
133
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316
$11K 0.01%
60
317
$11K 0.01%
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-15
318
$11K 0.01%
26
319
$11K 0.01%
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320
$10K 0.01%
220
321
$10K 0.01%
264
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$10K 0.01%
600
323
$10K 0.01%
134
324
$10K 0.01%
747
+18
325
$10K 0.01%
281
+2
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