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

Top Buys

1
+$11M
2
+$1.53M
3
+$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$806K

Top Sells

1
+$231K
2
+$181K
3
+$105K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.7K

Sector Composition

1 Technology 7.15%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$14.4K 0.01%
+112
877
$14.3K 0.01%
+290
878
$14.3K 0.01%
444
+5
879
$14.3K 0.01%
+204
880
$14.3K 0.01%
+135
881
$14.2K 0.01%
+333
882
$14.2K 0.01%
+55
883
$14.2K 0.01%
+1,184
884
$14.2K 0.01%
+35
885
$14.2K 0.01%
117
+100
886
$14.2K 0.01%
+205
887
$14.1K 0.01%
+57
888
$14.1K 0.01%
+1,547
889
$14.1K 0.01%
+228
890
$14.1K 0.01%
+878
891
$14K 0.01%
+1,806
892
$14K 0.01%
204
+135
893
$14K 0.01%
+138
894
$14K 0.01%
+168
895
$14K 0.01%
+779
896
$13.9K 0.01%
+90
897
$13.9K 0.01%
+1,543
898
$13.9K 0.01%
+203
899
$13.9K 0.01%
+158
900
$13.9K 0.01%
+143
34 35
36
37 38