RA

Rise Advisors Portfolio holdings

AUM $284M
1-Year Est. Return 14.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13.6M
3
+$12.9M
4
VTV icon
Vanguard Value ETF
VTV
+$2.66M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.43M

Top Sells

1
+$26.9M
2
+$13.3M
3
+$661K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$602K
5
MU icon
Micron Technology
MU
+$247K

Sector Composition

1 Technology 8.6%
2 Financials 5.25%
3 Consumer Discretionary 3.25%
4 Industrials 2.88%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49.2K 0.02%
155
+6
252
$49.2K 0.02%
135
253
$49K 0.02%
80
+4
254
$48.9K 0.02%
657
-310
255
$48.8K 0.02%
1,421
+554
256
$48.6K 0.02%
432
+8
257
$48.6K 0.02%
157
+4
258
$48.1K 0.02%
759
+6
259
$47.9K 0.02%
134
+3
260
$47.8K 0.02%
138
+4
261
$47.7K 0.02%
370
+30
262
$47.7K 0.02%
215
+1
263
$47.4K 0.02%
576
+5
264
$47.2K 0.02%
831
+28
265
$47.1K 0.02%
149
266
$46.9K 0.02%
60
+3
267
$46.5K 0.02%
427
+9
268
$45.7K 0.02%
96
+3
269
$45.6K 0.02%
472
+1
270
$45.5K 0.02%
316
271
$45.4K 0.02%
99
+1
272
$45.3K 0.02%
412
+12
273
$45.3K 0.02%
277
274
$45.2K 0.02%
310
275
$45.1K 0.02%
503
+2
9 10
11
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