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
$111M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.95M
3
+$2.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.25M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.13M

Top Sells

1
+$3.14M
2
+$1.22M
3
+$936K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$315K

Sector Composition

1 Technology 8.58%
2 Financials 5.48%
3 Consumer Discretionary 5.47%
4 Consumer Staples 3.33%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$63K 0.06%
375
+2
127
$62K 0.06%
745
+2
128
$61K 0.05%
1,349
-43
129
$61K 0.05%
739
-10
130
$61K 0.05%
670
+1
131
$61K 0.05%
1,269
+6
132
$60K 0.05%
398
-17
133
$60K 0.05%
1,143
+7
134
$59K 0.05%
442
+200
135
$58K 0.05%
254
136
$57K 0.05%
345
+1
137
$57K 0.05%
674
+3
138
$57K 0.05%
1,036
+3
139
$57K 0.05%
+2,301
140
$55K 0.05%
260
+50
141
$55K 0.05%
551
-23
142
$54K 0.05%
533
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143
$54K 0.05%
640
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144
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464
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145
$54K 0.05%
150
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146
$51K 0.05%
872
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147
$51K 0.05%
465
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148
$51K 0.05%
653
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149
$51K 0.05%
760
150
$48K 0.04%
836
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4 5
6
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