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
651
$20.1K 0.01%
222
+5
652
$20.1K 0.01%
939
+10
653
$20.1K 0.01%
102
+1
654
$20.1K 0.01%
251
+2
655
$20.1K 0.01%
47
656
$20.1K 0.01%
312
+3
657
$20K 0.01%
471
+4
658
$20K 0.01%
7,356
659
$20K 0.01%
189
660
$19.9K 0.01%
37
661
$19.9K 0.01%
1,365
+7
662
$19.9K 0.01%
233
+6
663
$19.9K 0.01%
535
+10
664
$19.9K 0.01%
231
+2
665
$19.9K 0.01%
160
666
$19.8K 0.01%
587
+6
667
$19.8K 0.01%
121
+4
668
$19.8K 0.01%
468
+4
669
$19.7K 0.01%
38
+1
670
$19.7K 0.01%
1,495
+20
671
$19.7K 0.01%
174
+2
672
$19.7K 0.01%
487
+7
673
$19.7K 0.01%
258
+1
674
$19.6K 0.01%
212
+10
675
$19.6K 0.01%
322
-87