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
376
$7.71K 0.01%
48
377
$7.63K 0.01%
76
-208
378
$7.57K 0.01%
90
+12
379
$7.55K 0.01%
255
380
$7.53K 0.01%
406
381
$7.52K 0.01%
210
382
$7.52K 0.01%
661
+10
383
$7.27K 0.01%
763
384
$7.19K 0.01%
143
-92
385
$7.17K 0.01%
178
386
$7.17K 0.01%
62
387
$7K 0.01%
132
+1
388
$6.98K 0.01%
74
-2
389
$6.86K 0.01%
408
+3
390
$6.74K 0.01%
64
+1
391
$6.71K 0.01%
218
-72
392
$6.68K 0.01%
103
393
$6.66K 0.01%
195
394
$6.56K 0.01%
100
395
$6.53K 0.01%
258
-20
396
$6.49K 0.01%
59
+1
397
$6.43K 0.01%
119
+1
398
$6.37K ﹤0.01%
18
399
$6.17K ﹤0.01%
+200
400
$6.12K ﹤0.01%
155
+25
14 15
16
17 18