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
276
$15.6K 0.01%
+103
277
$15.2K 0.01%
+134
278
$15.1K 0.01%
+892
279
$14.8K 0.01%
+153
280
$14.7K 0.01%
+390
281
$14.6K 0.01%
+280
282
$14.4K 0.01%
+367
283
$14.3K 0.01%
+188
284
$14.3K 0.01%
+71
285
$14.1K 0.01%
+137
286
$13.8K 0.01%
+545
287
$13.8K 0.01%
+119
288
$13.6K 0.01%
+407
289
$13.5K 0.01%
+669
290
$13.3K 0.01%
+100
291
$13.2K 0.01%
+274
292
$13K 0.01%
+166
293
$13K 0.01%
+201
294
$12.8K 0.01%
+768
295
$12.8K 0.01%
+21
296
$12.7K 0.01%
+255
297
$12.5K 0.01%
+30
298
$12.4K 0.01%
+66
299
$12.2K 0.01%
+290
300
$12.2K 0.01%
+26