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
126
$125K 0.07%
882
+400
127
$124K 0.07%
2,958
-4,320
128
$121K 0.06%
1,191
+590
129
$120K 0.06%
1,555
-60
130
$119K 0.06%
227
+1
131
$118K 0.06%
2,582
+16
132
$117K 0.06%
365
-18
133
$116K 0.06%
120
+58
134
$116K 0.06%
837
+201
135
$115K 0.06%
+3,946
136
$114K 0.06%
1,272
+5
137
$113K 0.06%
668
+267
138
$113K 0.06%
325
+319
139
$113K 0.06%
2,482
+737
140
$111K 0.06%
852
+482
141
$111K 0.06%
1,438
+1,048
142
$111K 0.06%
+238
143
$109K 0.06%
2,522
+2,271
144
$109K 0.06%
700
+90
145
$107K 0.06%
470
+310
146
$106K 0.06%
2,608
+617
147
$105K 0.06%
1,117
+666
148
$105K 0.06%
1,852
+537
149
$104K 0.06%
1,925
+1,293
150
$103K 0.05%
354
+133
4 5
6
7 8