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
976
$12.5K 0.01%
64
977
$12.5K 0.01%
+63
978
$12.5K 0.01%
+120
979
$12.5K 0.01%
+323
980
$12.4K 0.01%
+25
981
$12.4K 0.01%
+110
982
$12.4K 0.01%
+273
983
$12.4K 0.01%
+146
984
$12.3K 0.01%
+175
985
$12.3K 0.01%
+29
986
$12.3K 0.01%
+100
987
$12.3K 0.01%
389
988
$12.3K 0.01%
+73
989
$12.2K 0.01%
+754
990
$12.2K 0.01%
+158
991
$12.2K 0.01%
+230
992
$12.2K 0.01%
+61
993
$12.1K 0.01%
+37
994
$12.1K 0.01%
+55
995
$12.1K 0.01%
+1,026
996
$12.1K 0.01%
185
-27
997
$12K 0.01%
588
+10
998
$12K 0.01%
+251
999
$12K 0.01%
338
+308
1000
$12K 0.01%
+122
38 39
40
41 42