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
326
$34.1K 0.02%
200
+140
327
$33.9K 0.02%
424
328
$33.9K 0.02%
+540
329
$33.9K 0.02%
+133
330
$33.8K 0.02%
315
-115
331
$33.8K 0.02%
+293
332
$33.7K 0.02%
316
+286
333
$33.7K 0.02%
+855
334
$33.6K 0.02%
1,479
+1,429
335
$33.6K 0.02%
+503
336
$33.6K 0.02%
+131
337
$33.5K 0.02%
+196
338
$33.3K 0.02%
355
+1
339
$33.1K 0.02%
+184
340
$33.1K 0.02%
201
+181
341
$33.1K 0.02%
265
+181
342
$33.1K 0.02%
+269
343
$33K 0.02%
679
+173
344
$33K 0.02%
+178
345
$33K 0.02%
777
+719
346
$33K 0.02%
226
+190
347
$32.6K 0.02%
+219
348
$32.5K 0.02%
+287
349
$32.4K 0.02%
+188
350
$32.4K 0.02%
+250
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