RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
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
+$13.1M
2
+$12.9M
3
+$797K
4
PYPL icon
PayPal
PYPL
+$568K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$410K
3
+$408K
4
CRBN icon
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

Sector Composition

1 Technology 6.62%
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
276
$16K 0.01%
294
277
$16K 0.01%
227
+31
278
$16K 0.01%
404
+4
279
$16K 0.01%
2,637
+74
280
$15K 0.01%
456
+20
281
$15K 0.01%
192
282
$15K 0.01%
403
-52
283
$15K 0.01%
192
284
$15K 0.01%
+506
285
$15K 0.01%
1,622
+57
286
$14K 0.01%
416
+4
287
$14K 0.01%
67
288
$14K 0.01%
+1,009
289
$14K 0.01%
50
290
$14K 0.01%
202
+1
291
$14K 0.01%
62
292
$14K 0.01%
297
+1
293
$13K 0.01%
47
294
$13K 0.01%
105
295
$13K 0.01%
67
296
$13K 0.01%
633
+36
297
$13K 0.01%
176
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298
$13K 0.01%
263
+7
299
$13K 0.01%
610
+4
300
$13K 0.01%
699
+12
10 11
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