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
26
$727K 0.65%
5,324
-10
27
$660K 0.59%
13,625
-157
28
$602K 0.54%
7,572
+705
29
$580K 0.52%
3,560
+100
30
$534K 0.48%
6,460
+2,970
31
$513K 0.46%
20,550
+14
32
$497K 0.45%
16,740
-5,484
33
$488K 0.44%
7,325
+9
34
$480K 0.43%
11,639
+7,311
35
$461K 0.42%
8,303
-2,061
36
$461K 0.42%
2,842
+13
37
$414K 0.37%
2,556
-233
38
$402K 0.36%
887
-8
39
$388K 0.35%
3,582
+12
40
$383K 0.34%
19,674
+3,359
41
$379K 0.34%
7,638
+156
42
$370K 0.33%
1,029
-6
43
$369K 0.33%
1,825
-9
44
$367K 0.33%
7,081
+1,183
45
$331K 0.3%
1,614
+89
46
$328K 0.3%
2,770
-915
47
$319K 0.29%
2,492
-40
48
$314K 0.28%
866
-196
49
$307K 0.28%
2,200
+400
50
$301K 0.27%
3,673
+678
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