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
1226
$357 ﹤0.01%
215
1227
$348 ﹤0.01%
10
1228
$325 ﹤0.01%
7
-18
1229
$306 ﹤0.01%
10
1230
$303 ﹤0.01%
100
1231
$290 ﹤0.01%
15
-15
1232
$287 ﹤0.01%
25
-50
1233
$284 ﹤0.01%
40
1234
$278 ﹤0.01%
10
1235
$270 ﹤0.01%
80
1236
$266 ﹤0.01%
200
1237
$261 ﹤0.01%
100
-100
1238
$239 ﹤0.01%
5
1239
$223 ﹤0.01%
100
1240
$221 ﹤0.01%
+7
1241
$199 ﹤0.01%
17
1242
$196 ﹤0.01%
5
1243
$186 ﹤0.01%
65
1244
$173 ﹤0.01%
18
1245
$169 ﹤0.01%
59
1246
$155 ﹤0.01%
10
1247
$153 ﹤0.01%
4
1248
$132 ﹤0.01%
200
1249
$127 ﹤0.01%
8
1250
$124 ﹤0.01%
15
48 49
50
51 52