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
251
$19K 0.02%
+1,750
252
$19K 0.02%
+602
253
$18.9K 0.02%
+451
254
$18.6K 0.02%
+130
255
$18.4K 0.02%
+669
256
$18.4K 0.02%
+424
257
$18.3K 0.02%
+62
258
$18.1K 0.02%
+64
259
$17.8K 0.02%
+177
260
$17.4K 0.02%
+62
261
$17.1K 0.02%
+666
262
$16.8K 0.02%
+255
263
$16.8K 0.02%
+250
264
$16.6K 0.02%
+194
265
$16.4K 0.02%
+925
266
$16.4K 0.02%
+159
267
$16.4K 0.02%
+600
268
$16.3K 0.02%
+61
269
$16.2K 0.02%
+135
270
$16K 0.02%
+153
271
$15.8K 0.02%
+133
272
$15.8K 0.02%
+25
273
$15.7K 0.01%
+375
274
$15.7K 0.01%
+1,155
275
$15.6K 0.01%
+121