RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1 +$2.5M
2 +$2.02M
3 +$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.38M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$623K

Top Sells

1 +$407K
2 +$124K
3 +$108K
4
NVDA icon
NVIDIA
NVDA
+$101K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$87.8K

Sector Composition

1 Technology 7.09%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.39%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$23.5K 0.01%
3,303
577
$23.5K 0.01%
236
578
$23.5K 0.01%
819
579
$23.3K 0.01%
480
+4
580
$23.3K 0.01%
209
+2
581
$23.3K 0.01%
1,326
+15
582
$23.3K 0.01%
217
+1
583
$23.3K 0.01%
43
584
$23.3K 0.01%
1,292
585
$23.3K 0.01%
103
586
$23.3K 0.01%
531
+5
587
$23.2K 0.01%
1,249
+22
588
$23.2K 0.01%
5,559
589
$23.2K 0.01%
178
+3
590
$23.2K 0.01%
187
591
$23.2K 0.01%
102
592
$23.2K 0.01%
249
+1
593
$23.1K 0.01%
189
594
$23.1K 0.01%
314
+3
595
$23.1K 0.01%
915
+3
596
$23.1K 0.01%
651
+5
597
$23K 0.01%
726
598
$23K 0.01%
79
599
$23K 0.01%
535
+5
600
$23K 0.01%
7,356
+126