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
State Street Financial Select Sector SPDR ETF
XLF
+$1.25M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
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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143
+1
456
$4K ﹤0.01%
26
457
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22
+1
458
$4K ﹤0.01%
+28
459
$4K ﹤0.01%
79
+1
460
$4K ﹤0.01%
700
461
$4K ﹤0.01%
9
+6
462
$4K ﹤0.01%
483
+8
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$4K ﹤0.01%
114
464
$4K ﹤0.01%
538
+5
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$4K ﹤0.01%
253
466
$3K ﹤0.01%
150
467
$3K ﹤0.01%
111
+3
468
$3K ﹤0.01%
5
469
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60
+1
470
$3K ﹤0.01%
30
471
$3K ﹤0.01%
305
-94
472
$3K ﹤0.01%
51
473
$3K ﹤0.01%
87
474
$3K ﹤0.01%
33
475
$3K ﹤0.01%
315
17 18
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