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
201
$29.4K 0.02%
816
-49
202
$28.1K 0.02%
351
+1
203
$28.1K 0.02%
152
-16
204
$28K 0.02%
343
205
$27.8K 0.02%
160
-8
206
$27.6K 0.02%
216
-14
207
$27K 0.02%
56
-20
208
$26.6K 0.02%
716
+14
209
$26.6K 0.02%
504
210
$26.5K 0.02%
557
+50
211
$26.3K 0.02%
407
212
$25.6K 0.02%
898
+6
213
$25.4K 0.02%
52
214
$24.5K 0.02%
140
+1
215
$24.5K 0.02%
814
+18
216
$24.5K 0.02%
630
+4
217
$24.4K 0.02%
341
+6
218
$24.1K 0.02%
509
+19
219
$24.1K 0.02%
256
+9
220
$23.8K 0.02%
317
+5
221
$22.8K 0.02%
71
+10
222
$22.6K 0.02%
127
-88
223
$22.2K 0.02%
228
+2
224
$22.2K 0.02%
105
225
$22K 0.02%
284
+1
7 8
9
10 11