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
$129M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.53M
3
+$1.22M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$663K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$581K

Top Sells

1
+$5.83M
2
+$2.4M
3
+$2.21M
4
HD icon
Home Depot
HD
+$1.85M
5
TGT icon
Target
TGT
+$1.62M

Sector Composition

1 Technology 5.02%
2 Financials 4.92%
3 Consumer Discretionary 3.33%
4 Healthcare 2.45%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.06K 0.01%
54
352
$9.06K 0.01%
85
+1
353
$9.04K 0.01%
100
354
$9.02K 0.01%
212
355
$8.85K 0.01%
133
356
$8.83K 0.01%
490
-20
357
$8.59K 0.01%
152
358
$8.57K 0.01%
57
359
$8.56K 0.01%
34
360
$8.53K 0.01%
604
361
$8.35K 0.01%
48
-5
362
$8.29K 0.01%
229
363
$8.28K 0.01%
202
+1
364
$8.27K 0.01%
44
-70
365
$8.26K 0.01%
439
366
$8.14K 0.01%
141
+1
367
$8.08K 0.01%
485
-150
368
$8.05K 0.01%
39
-5
369
$8.04K 0.01%
71
-5
370
$7.98K 0.01%
202
371
$7.97K 0.01%
92
372
$7.96K 0.01%
243
+3
373
$7.94K 0.01%
200
+4
374
$7.93K 0.01%
272
+1
375
$7.92K 0.01%
45
-9
13 14
15
16 17