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
326
$11.9K 0.01%
178
+1
327
$11.9K 0.01%
960
+12
328
$11.8K 0.01%
1,026
+26
329
$11.8K 0.01%
360
-1,598
330
$11.6K 0.01%
141
+1
331
$11.6K 0.01%
439
+93
332
$11.5K 0.01%
48
333
$11.5K 0.01%
110
334
$11.4K 0.01%
61
335
$11.3K 0.01%
169
+1
336
$11.3K 0.01%
641
337
$11.2K 0.01%
133
+1
338
$11K 0.01%
383
+7
339
$10.9K 0.01%
46
340
$10.9K 0.01%
281
+1
341
$10.8K 0.01%
241
+1
342
$10.8K 0.01%
339
+115
343
$10.7K 0.01%
200
+1
344
$10.7K 0.01%
89
345
$10.6K 0.01%
158
+1
346
$10.6K 0.01%
116
347
$10.6K 0.01%
107
+1
348
$10.6K 0.01%
90
+2
349
$10.5K 0.01%
154
350
$10.3K 0.01%
86
+9