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
376
$30.2K 0.01%
160
377
$30.1K 0.01%
393
378
$30K 0.01%
253
+1
379
$29.9K 0.01%
593
-47
380
$29.9K 0.01%
136
+4
381
$29.9K 0.01%
148
382
$29.8K 0.01%
58
383
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195
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384
$29.8K 0.01%
286
385
$29.7K 0.01%
59
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386
$29.6K 0.01%
949
387
$29.3K 0.01%
322
+12
388
$29.3K 0.01%
1,705
+21
389
$29.2K 0.01%
115
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390
$29K 0.01%
224
391
$28.9K 0.01%
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$28.9K 0.01%
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$28.6K 0.01%
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338
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421
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$28.4K 0.01%
206
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$28.3K 0.01%
174
14 15
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