RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
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
+$10.5M
2
+$1.48M
3
+$1.16M
4
NVDA icon
NVIDIA
NVDA
+$897K
5
AMZN icon
Amazon
AMZN
+$746K

Top Sells

1
+$216K
2
+$174K
3
+$94.9K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$49.3K
5
FSK icon
FS KKR Capital
FSK
+$43.3K

Sector Composition

1 Technology 7.13%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$6.92K ﹤0.01%
490
1077
$6.81K ﹤0.01%
208
+2
1078
$6.42K ﹤0.01%
205
1079
$6.34K ﹤0.01%
135
1080
$6.3K ﹤0.01%
153
1081
$6.21K ﹤0.01%
711
-19
1082
$5.93K ﹤0.01%
250
-50
1083
$5.91K ﹤0.01%
75
1084
$5.69K ﹤0.01%
125
1085
$5.65K ﹤0.01%
210
1086
$5.37K ﹤0.01%
+126
1087
$5.31K ﹤0.01%
485
1088
$5.16K ﹤0.01%
150
+75
1089
$5.02K ﹤0.01%
216
1090
$4.83K ﹤0.01%
66
1091
$4.81K ﹤0.01%
+85
1092
$4.79K ﹤0.01%
+275
1093
$4.66K ﹤0.01%
119
+1
1094
$4.55K ﹤0.01%
200
1095
$4.4K ﹤0.01%
72
1096
$4.32K ﹤0.01%
234
1097
$4.29K ﹤0.01%
108
1098
$4.22K ﹤0.01%
90
-55
1099
$4.09K ﹤0.01%
60
1100
$4.05K ﹤0.01%
1,000
42 43
44
45 46