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
326
$36.3K 0.01%
140
+4
327
$36.2K 0.01%
336
328
$36K 0.01%
211
+4
329
$35.9K 0.01%
425
330
$35.7K 0.01%
318
-443
331
$35.5K 0.01%
261
+10
332
$35.5K 0.01%
422
+7
333
$35.4K 0.01%
946
-252
334
$35.2K 0.01%
204
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335
$35.2K 0.01%
36
336
$34.9K 0.01%
519
+28
337
$34.7K 0.01%
133
338
$34.7K 0.01%
351
339
$34.6K 0.01%
116
340
$34.4K 0.01%
199
341
$34.4K 0.01%
81
-12
342
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349
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346
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465
347
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379
-118
348
$33.8K 0.01%
239
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349
$33.8K 0.01%
183
350
$33.7K 0.01%
552
+15
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15 16