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
626
$433 ﹤0.01%
154
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$419 ﹤0.01%
700
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$414 ﹤0.01%
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629
$409 ﹤0.01%
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631
$394 ﹤0.01%
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$382 ﹤0.01%
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$370 ﹤0.01%
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$367 ﹤0.01%
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$366 ﹤0.01%
5
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$333 ﹤0.01%
4
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$323 ﹤0.01%
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25
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$288 ﹤0.01%
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$280 ﹤0.01%
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+10
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$260 ﹤0.01%
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$255 ﹤0.01%
+10
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$246 ﹤0.01%
5
650
$234 ﹤0.01%
10
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