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
101
$170K 0.09%
+1,680
102
$168K 0.09%
646
+3
103
$167K 0.09%
654
+320
104
$166K 0.09%
1,760
+693
105
$164K 0.09%
656
+3
106
$160K 0.09%
1,559
-3
107
$158K 0.08%
876
+845
108
$156K 0.08%
2,302
+724
109
$153K 0.08%
792
+308
110
$152K 0.08%
234
+144
111
$148K 0.08%
1,517
+778
112
$146K 0.08%
365
+182
113
$143K 0.08%
1,024
+689
114
$143K 0.08%
8,111
+4,208
115
$140K 0.07%
1,533
+686
116
$140K 0.07%
1,231
+893
117
$136K 0.07%
2,643
-209
118
$135K 0.07%
1,571
+248
119
$135K 0.07%
981
+301
120
$133K 0.07%
1,532
+13
121
$132K 0.07%
1,313
+3
122
$131K 0.07%
2,892
123
$130K 0.07%
1,873
+968
124
$130K 0.07%
2,946
+2,224
125
$129K 0.07%
2,816
+25
3 4
5
6 7