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
76
$257K 0.14%
854
+494
77
$253K 0.13%
1,447
+750
78
$251K 0.13%
9,053
+989
79
$250K 0.13%
4,958
+334
80
$238K 0.13%
1,508
+892
81
$232K 0.12%
5,679
+20
82
$225K 0.12%
1,233
+933
83
$222K 0.12%
365
+232
84
$220K 0.12%
1,243
+256
85
$218K 0.12%
840
+193
86
$216K 0.12%
3,723
+1,868
87
$212K 0.11%
1,106
-156
88
$210K 0.11%
1,701
+8
89
$207K 0.11%
356
+206
90
$204K 0.11%
1,263
+238
91
$204K 0.11%
2,078
-6
92
$201K 0.11%
373
+49
93
$195K 0.1%
1,554
+816
94
$192K 0.1%
679
+105
95
$192K 0.1%
380
+230
96
$191K 0.1%
250
+105
97
$184K 0.1%
2,638
-22
98
$178K 0.09%
338
-85
99
$177K 0.09%
623
+296
100
$173K 0.09%
1,019
+538
2 3
4
5 6