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
176
$37.7K 0.03%
239
+1
177
$37.5K 0.03%
1,212
-568
178
$37K 0.03%
129
-8
179
$36.7K 0.03%
302
180
$36.6K 0.03%
904
-12
181
$35.9K 0.03%
1,843
+31
182
$35.8K 0.03%
271
+2
183
$35.2K 0.03%
872
184
$34.1K 0.03%
632
+3
185
$33.9K 0.03%
1,238
+11
186
$33.6K 0.03%
159
-46
187
$33.4K 0.03%
458
+2
188
$33.4K 0.03%
487
189
$33.2K 0.03%
226
-100
190
$33K 0.03%
646
-122
191
$32.7K 0.03%
425
-25
192
$32.3K 0.03%
330
-30
193
$32K 0.02%
44
194
$31.5K 0.02%
+1,853
195
$31K 0.02%
1,601
196
$30.6K 0.02%
419
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197
$30.3K 0.02%
507
198
$30.3K 0.02%
308
-90
199
$29.8K 0.02%
874
+8
200
$29.4K 0.02%
247
-17
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