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
$121M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
4
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

Sector Composition

1 Technology 6.63%
2 Financials 5.19%
3 Consumer Discretionary 4.55%
4 Consumer Staples 3.15%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.02%
498
+3
227
$23K 0.02%
347
+2
228
$22K 0.02%
225
+6
229
$22K 0.02%
208
+2
230
$22K 0.02%
527
231
$22K 0.02%
303
+4
232
$22K 0.02%
269
233
$22K 0.02%
93
234
$22K 0.02%
836
+8
235
$21K 0.02%
158
236
$21K 0.02%
449
+2
237
$21K 0.02%
1,204
+27
238
$21K 0.02%
616
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239
$21K 0.02%
569
-200
240
$21K 0.02%
56
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241
$21K 0.02%
168
242
$21K 0.02%
288
+3
243
$20K 0.02%
127
-60
244
$20K 0.02%
846
245
$20K 0.02%
330
246
$20K 0.02%
2,626
-41
247
$20K 0.02%
61
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248
$20K 0.02%
248
249
$19K 0.02%
47
250
$19K 0.02%
750
+19
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10
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