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
551
$1.38K ﹤0.01%
50
552
$1.37K ﹤0.01%
12
553
$1.35K ﹤0.01%
12
554
$1.33K ﹤0.01%
7
555
$1.33K ﹤0.01%
30
556
$1.31K ﹤0.01%
132
+2
557
$1.31K ﹤0.01%
14
558
$1.26K ﹤0.01%
10
559
$1.25K ﹤0.01%
162
560
$1.22K ﹤0.01%
51
561
$1.22K ﹤0.01%
203
+1
562
$1.2K ﹤0.01%
9
563
$1.18K ﹤0.01%
30
564
$1.17K ﹤0.01%
215
565
$1.14K ﹤0.01%
20
566
$1.13K ﹤0.01%
130
567
$1.12K ﹤0.01%
75
+2
568
$1.12K ﹤0.01%
9
569
$1.05K ﹤0.01%
25
570
$1.04K ﹤0.01%
184
571
$1.03K ﹤0.01%
30
572
$1.03K ﹤0.01%
18
573
$1.02K ﹤0.01%
10
574
$1.01K ﹤0.01%
13
575
$989 ﹤0.01%
3
21 22
23
24 25