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
$99.2M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.19%
2 Consumer Discretionary 5.08%
3 Financials 5.02%
4 Consumer Staples 3.08%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$0 ﹤0.01%
153