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
$129M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.53M
3
+$1.22M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$663K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$581K

Top Sells

1
+$5.83M
2
+$2.4M
3
+$2.21M
4
HD icon
Home Depot
HD
+$1.85M
5
TGT icon
Target
TGT
+$1.62M

Sector Composition

1 Technology 5.02%
2 Financials 4.92%
3 Consumer Discretionary 3.33%
4 Healthcare 2.45%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$70.5K 0.05%
437
+1
127
$68.6K 0.05%
330
-5
128
$67.3K 0.05%
753
-58
129
$67.3K 0.05%
349
-30
130
$67.2K 0.05%
3,446
131
$62.8K 0.05%
53
-4
132
$61.9K 0.05%
2,468
-301
133
$61.6K 0.05%
1,925
-200
134
$58.7K 0.05%
157
135
$56.9K 0.04%
316
-41
136
$55.9K 0.04%
107
-3
137
$55.9K 0.04%
1,017
+9
138
$55.9K 0.04%
478
+3
139
$55.3K 0.04%
3,758
+4
140
$53.4K 0.04%
178
-59
141
$53K 0.04%
544
+1
142
$52.8K 0.04%
462
+1
143
$52.4K 0.04%
592
-178
144
$52.2K 0.04%
596
-106
145
$49.4K 0.04%
448
-5
146
$49.3K 0.04%
497
+6
147
$48.9K 0.04%
590
-200
148
$48.6K 0.04%
579
149
$48K 0.04%
740
150
$47.8K 0.04%
416
+1
4 5
6
7 8