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
851
$14.3K 0.01%
88
+1
852
$14.3K 0.01%
168
853
$14.3K 0.01%
556
+6
854
$14.3K 0.01%
278
+1
855
$14.2K 0.01%
594
856
$14.2K 0.01%
346
+4
857
$14.1K 0.01%
99
-184
858
$14.1K 0.01%
49
859
$14.1K 0.01%
405
860
$14.1K 0.01%
130
+5
861
$14.1K 0.01%
753
862
$14.1K 0.01%
197
+1
863
$14.1K 0.01%
808
+21
864
$14K 0.01%
458
+4
865
$14K 0.01%
74
866
$13.9K 0.01%
907
+9
867
$13.9K 0.01%
360
+2
868
$13.9K 0.01%
168
+1
869
$13.9K 0.01%
888
870
$13.8K 0.01%
240
+6
871
$13.8K 0.01%
141
+1
872
$13.7K 0.01%
303
+4
873
$13.7K 0.01%
88
874
$13.7K 0.01%
367
+1
875
$13.6K 0.01%
156