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

Top Buys

1 +$10.5M
2 +$1.48M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$897K
5
AMZN icon
Amazon
AMZN
+$746K

Top Sells

1 +$216K
2 +$174K
3 +$94.9K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$49.3K
5
FSK icon
FS KKR Capital
FSK
+$43.3K

Sector Composition

1 Technology 7.13%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$16.8K 0.01%
+259
777
$16.8K 0.01%
+578
778
$16.8K 0.01%
+591
779
$16.7K 0.01%
+292
780
$16.7K 0.01%
+149
781
$16.7K 0.01%
+316
782
$16.7K 0.01%
+121
783
$16.6K 0.01%
+1,427
784
$16.6K 0.01%
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785
$16.6K 0.01%
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786
$16.6K 0.01%
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$16.6K 0.01%
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$16.5K 0.01%
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$16.5K 0.01%
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$16.5K 0.01%
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792
$16.5K 0.01%
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795
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156
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$16.4K 0.01%
123
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$16.3K 0.01%
670
+8