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
301
$12.1K 0.01%
+376
302
$12K 0.01%
+1,708
303
$12K 0.01%
+220
304
$12K 0.01%
+113
305
$11.9K 0.01%
+35
306
$11.8K 0.01%
+39
307
$11.8K 0.01%
+18
308
$11.6K 0.01%
+175
309
$11.5K 0.01%
+264
310
$11.4K 0.01%
+110
311
$11.4K 0.01%
+321
312
$11.4K 0.01%
+205
313
$11.4K 0.01%
+178
314
$11.3K 0.01%
+383
315
$11.3K 0.01%
+123
316
$11.2K 0.01%
+729
317
$11.2K 0.01%
+107
318
$10.8K 0.01%
+57
319
$10.5K 0.01%
+279
320
$10.5K 0.01%
+46
321
$10.4K 0.01%
+694
322
$10.4K 0.01%
+60
323
$10.3K 0.01%
+68
324
$10.1K 0.01%
+132
325
$10K 0.01%
+15