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
276
$44.4K 0.02%
47
+3
277
$44.3K 0.02%
660
+28
278
$44K 0.02%
106
+2
279
$43.9K 0.02%
413
+5
280
$43.7K 0.02%
754
281
$43.2K 0.02%
377
+5
282
$43.1K 0.02%
270
+1
283
$43K 0.02%
206
-36
284
$43K 0.02%
299
+104
285
$42.9K 0.02%
10
286
$42.9K 0.02%
241
+7
287
$42.7K 0.02%
182
+2
288
$42.6K 0.02%
1,857
+35
289
$42.5K 0.02%
173
290
$42.3K 0.02%
525
+7
291
$42.2K 0.02%
405
292
$42K 0.02%
204
-11
293
$41.6K 0.01%
98
-12
294
$41.5K 0.01%
383
295
$41.5K 0.01%
285
296
$41.4K 0.01%
706
+3
297
$40.9K 0.01%
1,000
+10
298
$40.8K 0.01%
453
+9
299
$40.7K 0.01%
3,403
+47
300
$40.7K 0.01%
97
+2
10 11
12
13 14