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
476
$2.86K ﹤0.01%
32
477
$2.85K ﹤0.01%
21
+1
478
$2.83K ﹤0.01%
9
-5
479
$2.82K ﹤0.01%
83
480
$2.8K ﹤0.01%
53
+1
481
$2.8K ﹤0.01%
1,344
-424
482
$2.78K ﹤0.01%
50
483
$2.7K ﹤0.01%
69
+2
484
$2.7K ﹤0.01%
+15
485
$2.64K ﹤0.01%
17
-8
486
$2.64K ﹤0.01%
108
+2
487
$2.63K ﹤0.01%
20
488
$2.63K ﹤0.01%
58
489
$2.56K ﹤0.01%
121
+2
490
$2.54K ﹤0.01%
39
-11
491
$2.51K ﹤0.01%
+1,250
492
$2.47K ﹤0.01%
142
493
$2.45K ﹤0.01%
160
494
$2.43K ﹤0.01%
3
495
$2.42K ﹤0.01%
31
+1
496
$2.39K ﹤0.01%
20
-23
497
$2.38K ﹤0.01%
26
+1
498
$2.36K ﹤0.01%
67
499
$2.35K ﹤0.01%
49
-43
500
$2.35K ﹤0.01%
30
18 19
20
21 22