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
776
$16.4K 0.01%
949
777
$16.4K 0.01%
2
778
$16.4K 0.01%
301
779
$16.4K 0.01%
126
780
$16.3K 0.01%
80
-13
781
$16.3K 0.01%
139
+4
782
$16.2K 0.01%
223
783
$16.2K 0.01%
159
+1
784
$16.2K 0.01%
393
+3
785
$16.2K 0.01%
357
+2
786
$16.1K 0.01%
157
787
$16.1K 0.01%
280
+2
788
$16.1K 0.01%
153
789
$16.1K 0.01%
236
+2
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$16K 0.01%
143
791
$16K 0.01%
146
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$16K 0.01%
89
+4
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$15.9K 0.01%
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$15.8K 0.01%
452
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795
$15.8K 0.01%
619
+4
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$15.8K 0.01%
77
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797
$15.7K 0.01%
164
798
$15.7K 0.01%
135
799
$15.7K 0.01%
+292
800
$15.7K 0.01%
188