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
351
$7.75K 0.01%
+125
352
$7.61K 0.01%
+400
353
$7.53K 0.01%
+147
354
$7.46K 0.01%
+86
355
$7.44K 0.01%
+34
356
$7.41K 0.01%
+23
357
$7.34K 0.01%
+56
358
$7.32K 0.01%
+22
359
$7.3K 0.01%
+1,140
360
$7.29K 0.01%
+101
361
$7.27K 0.01%
+190
362
$7.18K 0.01%
+20
363
$7.05K 0.01%
+63
364
$6.98K 0.01%
+40
365
$6.96K 0.01%
+49
366
$6.92K 0.01%
+97
367
$6.86K 0.01%
+27
368
$6.85K 0.01%
+103
369
$6.78K 0.01%
+641
370
$6.78K 0.01%
+10
371
$6.76K 0.01%
+19
372
$6.62K 0.01%
+91
373
$6.41K 0.01%
+102
374
$6.39K 0.01%
+25
375
$6.37K 0.01%
+1,413
13 14
15
16 17