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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$24.3K 0.01%
482
+5
527
$24.3K 0.01%
83
528
$24.3K 0.01%
289
529
$24.3K 0.01%
182
+4
530
$24.2K 0.01%
476
531
$24.2K 0.01%
644
+7
532
$24.2K 0.01%
299
+2
533
$24.2K 0.01%
671
+1
534
$24.1K 0.01%
531
535
$24.1K 0.01%
172
+4
536
$24.1K 0.01%
886
+4
537
$24K 0.01%
449
+6
538
$23.9K 0.01%
689
539
$23.9K 0.01%
504
+94
540
$23.9K 0.01%
482
+2
541
$23.9K 0.01%
283
+2
542
$23.7K 0.01%
656
+5
543
$23.7K 0.01%
951
+20
544
$23.6K 0.01%
1,145
+13
545
$23.6K 0.01%
1,397
+9
546
$23.5K 0.01%
103
547
$23.5K 0.01%
445
548
$23.5K 0.01%
465
-81
549
$23.5K 0.01%
257
+1
550
$23.4K 0.01%
171
+6