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
351
$33.6K 0.01%
354
352
$33.2K 0.01%
106
+4
353
$33.1K 0.01%
196
+10
354
$32.9K 0.01%
252
+4
355
$32.6K 0.01%
138
+6
356
$32.6K 0.01%
143
+2
357
$32.4K 0.01%
287
+2
358
$32.4K 0.01%
173
+7
359
$32.2K 0.01%
161
+3
360
$32.2K 0.01%
227
+12
361
$31.8K 0.01%
125
362
$31.2K 0.01%
1,866
+25
363
$31.1K 0.01%
240
+1
364
$31.1K 0.01%
828
+7
365
$30.9K 0.01%
429
366
$30.9K 0.01%
508
+25
367
$30.8K 0.01%
185
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368
$30.7K 0.01%
313
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369
$30.7K 0.01%
641
370
$30.7K 0.01%
578
-18
371
$30.6K 0.01%
419
+11
372
$30.5K 0.01%
230
373
$30.4K 0.01%
193
+9
374
$30.3K 0.01%
332
375
$30.2K 0.01%
500
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13 14
15
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