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
$111M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.95M
3
+$2.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.25M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.13M

Top Sells

1
+$3.14M
2
+$1.22M
3
+$936K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$315K

Sector Composition

1 Technology 8.58%
2 Financials 5.48%
3 Consumer Discretionary 5.47%
4 Consumer Staples 3.33%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
10
627
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628
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3
629
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630
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3
631
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635
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636
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6
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100
642
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67
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646
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+333
647
– –
-147
648
$0 ﹤0.01%
91
649
$0 ﹤0.01%
27
650
$0 ﹤0.01%
7
24 25
26
27 28