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
$121M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
4
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

Sector Composition

1 Technology 6.63%
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
301
$13K 0.01%
699
+12
302
$13K 0.01%
64
303
$12K 0.01%
153
304
$12K 0.01%
948
+19
305
$12K 0.01%
378
+3
306
$12K 0.01%
178
307
$12K 0.01%
127
+1
308
$12K 0.01%
2,914
+47
309
$12K 0.01%
250
310
$12K 0.01%
106
311
$12K 0.01%
1,235
+18
312
$12K 0.01%
489
+4
313
$12K 0.01%
110
+1
314
$12K 0.01%
370
+4
315
$12K 0.01%
274
316
$12K 0.01%
408
+8
317
$12K 0.01%
128
+19
318
$12K 0.01%
61
319
$12K 0.01%
110
320
$12K 0.01%
2,286
+60
321
$11K 0.01%
48
+1
322
$11K 0.01%
168
+1
323
$11K 0.01%
38
324
$11K 0.01%
46
-12
325
$11K 0.01%
76
+1
11 12
13
14 15