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
751
$17.2K 0.01%
628
+3
752
$17.2K 0.01%
929
+21
753
$17.1K 0.01%
294
+1
754
$17.1K 0.01%
137
+1
755
$17.1K 0.01%
439
756
$17.1K 0.01%
231
+2
757
$17.1K 0.01%
46
758
$17.1K 0.01%
52
+2
759
$17K 0.01%
10
-22
760
$16.9K 0.01%
98
+1
761
$16.9K 0.01%
471
+1
762
$16.9K 0.01%
343
+2
763
$16.9K 0.01%
606
+6
764
$16.9K 0.01%
288
765
$16.9K 0.01%
3,699
+58
766
$16.9K 0.01%
642
+8
767
$16.8K 0.01%
436
+9
768
$16.8K 0.01%
578
+3
769
$16.8K 0.01%
267
770
$16.7K 0.01%
265
+8
771
$16.7K 0.01%
1,965
772
$16.6K 0.01%
576
+2
773
$16.5K 0.01%
111
774
$16.4K 0.01%
230
+1
775
$16.4K 0.01%
100