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
301
$40.5K 0.01%
304
+11
302
$40.2K 0.01%
770
-19
303
$40.2K 0.01%
503
-25
304
$40.2K 0.01%
363
+1
305
$40.1K 0.01%
2,054
+63
306
$40K 0.01%
143
+7
307
$39.8K 0.01%
73
308
$39.5K 0.01%
391
309
$39.1K 0.01%
1,490
+20
310
$38.8K 0.01%
191
+3
311
$38.6K 0.01%
203
312
$38.6K 0.01%
141
+6
313
$38.6K 0.01%
168
314
$38.2K 0.01%
68
315
$38.2K 0.01%
302
-62
316
$38.1K 0.01%
515
317
$38.1K 0.01%
41
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318
$38K 0.01%
969
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319
$37.8K 0.01%
315
+20
320
$37.7K 0.01%
145
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321
$37.1K 0.01%
341
322
$37K 0.01%
173
+9
323
$37K 0.01%
810
+19
324
$36.9K 0.01%
304
+4
325
$36.5K 0.01%
469
+21
11 12
13
14 15