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
201
$60.4K 0.03%
+72
202
$60.1K 0.03%
1,661
+24
203
$59.7K 0.03%
825
+805
204
$59.5K 0.03%
+2,773
205
$59.5K 0.03%
683
+679
206
$59.4K 0.03%
+164
207
$59K 0.03%
391
208
$57.8K 0.03%
271
+105
209
$57.7K 0.03%
1,149
+431
210
$57.5K 0.03%
256
+159
211
$57.4K 0.03%
191
+85
212
$57.3K 0.03%
1,495
-100
213
$55.8K 0.03%
1,667
+532
214
$55.7K 0.03%
436
+3
215
$55.7K 0.03%
504
+2
216
$55K 0.03%
1,669
+722
217
$54.6K 0.03%
746
+203
218
$54.2K 0.03%
+940
219
$53.3K 0.03%
+336
220
$53.2K 0.03%
+76
221
$52.8K 0.03%
826
+7
222
$52.6K 0.03%
752
+661
223
$52.4K 0.03%
1,358
+362
224
$51.5K 0.03%
+250
225
$51.4K 0.03%
34
-3
7 8
9
10 11