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
$188M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$1.53M
3
+$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$806K

Top Sells

1
+$231K
2
+$181K
3
+$105K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.7K

Sector Composition

1 Technology 7.15%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$18.3K 0.01%
+196
702
$18.2K 0.01%
+134
703
$18.2K 0.01%
+497
704
$18.2K 0.01%
+466
705
$18.2K 0.01%
+180
706
$18.2K 0.01%
98
+60
707
$18.2K 0.01%
+431
708
$18.2K 0.01%
99
-24
709
$18.2K 0.01%
243
710
$18.1K 0.01%
+7,001
711
$18.1K 0.01%
+216
712
$18.1K 0.01%
+629
713
$18.1K 0.01%
1,457
714
$18.1K 0.01%
+292
715
$18K 0.01%
+79
716
$18K 0.01%
+189
717
$18K 0.01%
+1,294
718
$18K 0.01%
+242
719
$18K 0.01%
+900
720
$18K 0.01%
+758
721
$18K 0.01%
+635
722
$17.8K 0.01%
+232
723
$17.8K 0.01%
+407
724
$17.8K 0.01%
+240
725
$17.8K 0.01%
+229
27 28
29
30 31