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
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$8.42M
3 +$6.73M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.93M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 6.46%
3 Financials 5.19%
4 Consumer Staples 3.55%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$23.7K 0.02%
+78
227
$23.3K 0.02%
+104
228
$23.2K 0.02%
+194
229
$22.6K 0.02%
+63
230
$22.5K 0.02%
+70
231
$22.5K 0.02%
+199
232
$22.4K 0.02%
+183
233
$22.3K 0.02%
+1,100
234
$22.1K 0.02%
+141
235
$21.9K 0.02%
+339
236
$21.8K 0.02%
+1,406
237
$21.7K 0.02%
+41
238
$21.7K 0.02%
+564
239
$21.4K 0.02%
+803
240
$21.3K 0.02%
+684
241
$21.2K 0.02%
+93
242
$21.1K 0.02%
+105
243
$20.9K 0.02%
+353
244
$20.6K 0.02%
+221
245
$20.6K 0.02%
+54
246
$20.3K 0.02%
+2,114
247
$19.6K 0.02%
+1,479
248
$19.5K 0.02%
+75
249
$19.1K 0.02%
+328
250
$19.1K 0.02%
+305