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
726
$18.1K 0.01%
145
727
$18.1K 0.01%
124
728
$18.1K 0.01%
143
729
$18K 0.01%
170
730
$18K 0.01%
236
+1
731
$18K 0.01%
533
732
$17.9K 0.01%
236
+2
733
$17.9K 0.01%
151
+1
734
$17.9K 0.01%
53
735
$17.9K 0.01%
184
+1
736
$17.8K 0.01%
55
737
$17.8K 0.01%
164
738
$17.7K 0.01%
240
739
$17.7K 0.01%
197
+2
740
$17.6K 0.01%
94
741
$17.6K 0.01%
52
+1
742
$17.6K 0.01%
85
743
$17.6K 0.01%
113
744
$17.6K 0.01%
360
-99
745
$17.6K 0.01%
2,179
+25
746
$17.4K 0.01%
251
747
$17.3K 0.01%
154
748
$17.3K 0.01%
30
+1
749
$17.2K 0.01%
129
750
$17.2K 0.01%
93