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
$111M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.95M
3
+$2.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.25M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.13M

Top Sells

1
+$3.14M
2
+$1.22M
3
+$936K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$315K

Sector Composition

1 Technology 8.58%
2 Financials 5.48%
3 Consumer Discretionary 5.47%
4 Consumer Staples 3.33%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
676
452
$4K ﹤0.01%
234
+1
453
$4K ﹤0.01%
69
454
$4K ﹤0.01%
162
455
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+1
456
$4K ﹤0.01%
26
457
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22
+1
458
$4K ﹤0.01%
+28
459
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79
+1
460
$4K ﹤0.01%
700
461
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9
+6
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$4K ﹤0.01%
483
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$4K ﹤0.01%
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464
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538
+5
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253
466
$3K ﹤0.01%
20
467
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468
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14
469
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26
470
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590
+11
471
$3K ﹤0.01%
88
472
$3K ﹤0.01%
83
473
$3K ﹤0.01%
142
474
$3K ﹤0.01%
145
+2
475
$3K ﹤0.01%
20
17 18
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