RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.37M
3
+$1.36M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$877K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$794K

Top Sells

1
+$138K
2
+$111K
3
+$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$81.5K
5
MDT icon
Medtronic
MDT
+$50.4K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.96%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$14.5K 0.01%
915
+20
752
$14.5K 0.01%
31
-1
753
$14.5K 0.01%
424
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$14.5K 0.01%
52
755
$14.5K 0.01%
250
756
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157
757
$14.4K 0.01%
204
+1
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$14.4K 0.01%
276
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$14.4K 0.01%
127
760
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211
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761
$14.3K 0.01%
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762
$14.3K 0.01%
149
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$14.3K 0.01%
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764
$14.3K 0.01%
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$14.3K 0.01%
129
766
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$14.3K 0.01%
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769
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15
773
$14.2K 0.01%
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774
$14.2K 0.01%
276
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$14.2K 0.01%
240
29 30
31
32 33