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
376
$6.33K 0.01%
+790
377
$6.3K 0.01%
+24
378
$6.29K 0.01%
+72
379
$6.27K 0.01%
+100
380
$6.22K 0.01%
+35
381
$6.16K 0.01%
+54
382
$6.14K 0.01%
+389
383
$6.06K 0.01%
+65
384
$5.91K 0.01%
+31
385
$5.86K 0.01%
+175
386
$5.86K 0.01%
+20
387
$5.85K 0.01%
+123
388
$5.84K 0.01%
+37
389
$5.79K 0.01%
+162
390
$5.73K 0.01%
+36
391
$5.71K 0.01%
+230
392
$5.66K 0.01%
+402
393
$5.63K 0.01%
+75
394
$5.62K 0.01%
+20
395
$5.61K 0.01%
+605
396
$5.61K 0.01%
+19
397
$5.56K 0.01%
+181
398
$5.53K 0.01%
+345
399
$5.46K 0.01%
+259
400
$5.43K 0.01%
+250
14 15
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