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
326
$9.95K 0.01%
+151
327
$9.7K 0.01%
+226
328
$9.69K 0.01%
+15
329
$9.66K 0.01%
+393
330
$9.64K 0.01%
+200
331
$9.42K 0.01%
+108
332
$9.34K 0.01%
+60
333
$9.32K 0.01%
+133
334
$9.21K 0.01%
+156
335
$9.09K 0.01%
+606
336
$9.07K 0.01%
+56
337
$8.96K 0.01%
+90
338
$8.72K 0.01%
+129
339
$8.67K 0.01%
+120
340
$8.6K 0.01%
+107
341
$8.54K 0.01%
+100
342
$8.43K 0.01%
+32
343
$8.4K 0.01%
+150
344
$8.13K 0.01%
+600
345
$8.09K 0.01%
+266
346
$8.06K 0.01%
+875
347
$7.95K 0.01%
+122
348
$7.92K 0.01%
+166
349
$7.87K 0.01%
+101
350
$7.79K 0.01%
+271