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
1201
$684 ﹤0.01%
58
1202
$683 ﹤0.01%
58
1203
$679 ﹤0.01%
41
-42
1204
$664 ﹤0.01%
6
1205
$648 ﹤0.01%
50
-1,461
1206
$645 ﹤0.01%
12
1207
$622 ﹤0.01%
11
1208
$577 ﹤0.01%
8
1209
$552 ﹤0.01%
20
1210
$523 ﹤0.01%
45
1211
$517 ﹤0.01%
12
1212
$516 ﹤0.01%
40
-35
1213
$508 ﹤0.01%
10
1214
$508 ﹤0.01%
58
1215
$506 ﹤0.01%
118
1216
$506 ﹤0.01%
155
1217
$469 ﹤0.01%
30
1218
$461 ﹤0.01%
20
1219
$455 ﹤0.01%
25
1220
$454 ﹤0.01%
60
1221
$451 ﹤0.01%
21
1222
$412 ﹤0.01%
16
1223
$380 ﹤0.01%
10
1224
$377 ﹤0.01%
85
1225
$367 ﹤0.01%
253
47 48
49
50 51