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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.1K 0.02%
712
-65
227
$50.9K 0.02%
592
228
$50.8K 0.02%
400
229
$50.6K 0.02%
305
+1
230
$49.9K 0.02%
290
+6
231
$49.6K 0.02%
79
+3
232
$49.6K 0.02%
366
+1
233
$49K 0.02%
172
234
$48.7K 0.02%
138
235
$48.7K 0.02%
1,084
-83
236
$48.4K 0.02%
253
+1
237
$48K 0.02%
1,306
+9
238
$47.5K 0.02%
259
+5
239
$46.9K 0.02%
1,064
+4
240
$46.9K 0.02%
435
+4
241
$46.8K 0.02%
241
-97
242
$46.8K 0.02%
362
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243
$46.8K 0.02%
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-22
244
$46.7K 0.02%
342
-10
245
$46.4K 0.02%
126
+1
246
$46.4K 0.02%
937
+19
247
$46.2K 0.02%
49
+1
248
$46.2K 0.02%
166
+3
249
$45.9K 0.02%
759
+2
250
$45.8K 0.02%
166
+1
8 9
10
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