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
$188M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$1.53M
3
+$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$806K

Top Sells

1
+$231K
2
+$181K
3
+$105K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.7K

Sector Composition

1 Technology 7.15%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$641K 0.34%
4,857
+1,792
27
$640K 0.34%
3,193
+1,445
28
$617K 0.33%
5,023
+384
29
$592K 0.32%
760
+402
30
$558K 0.3%
21,944
+25
31
$549K 0.29%
1,948
+443
32
$548K 0.29%
748
+220
33
$547K 0.29%
1,426
+449
34
$523K 0.28%
1,428
+354
35
$516K 0.28%
1,651
+300
36
$493K 0.26%
3,165
-92
37
$491K 0.26%
1,019
+421
38
$479K 0.26%
2,726
+1,448
39
$468K 0.25%
9,368
+5,489
40
$466K 0.25%
2,944
+1,137
41
$459K 0.24%
7,900
+800
42
$459K 0.24%
6,760
-100
43
$436K 0.23%
11,489
-2,765
44
$435K 0.23%
7,104
+2,454
45
$420K 0.22%
2,302
-219
46
$416K 0.22%
8,777
-13
47
$407K 0.22%
778
+26
48
$402K 0.21%
1,884
+362
49
$396K 0.21%
1,884
+10
50
$394K 0.21%
8,701
-242
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