RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.02M
3
+$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.38M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$623K

Top Sells

1
+$407K
2
+$124K
3
+$108K
4
NVDA icon
NVIDIA
NVDA
+$101K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$87.8K

Sector Composition

1 Technology 7.09%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.39%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$34.1K 0.02%
296
+1
352
$34K 0.02%
636
353
$33.9K 0.02%
309
354
$33.8K 0.02%
141
+1
355
$33.8K 0.02%
1,750
356
$33.6K 0.02%
370
357
$33.4K 0.02%
135
+1
358
$33.3K 0.02%
80
359
$33.3K 0.02%
347
+1
360
$33.2K 0.02%
250
361
$33.2K 0.02%
351
362
$33.1K 0.02%
252
+2
363
$33.1K 0.02%
545
364
$33.1K 0.02%
221
+1
365
$33K 0.02%
362
+4
366
$32.9K 0.02%
151
+1
367
$32.9K 0.02%
157
-142
368
$32.9K 0.02%
124
369
$32.8K 0.02%
416
+2
370
$32.7K 0.02%
717
+8
371
$32.6K 0.02%
135
372
$32.6K 0.02%
389
+1
373
$32.6K 0.02%
546
+2
374
$32.6K 0.02%
316
+1
375
$32.6K 0.02%
303
13 14
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