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
401
$28.3K 0.01%
221
+5
402
$28.3K 0.01%
1,151
+54
403
$28.3K 0.01%
50
+3
404
$28.2K 0.01%
292
+5
405
$28.2K 0.01%
111
406
$28.1K 0.01%
1,500
407
$28.1K 0.01%
122
+4
408
$28.1K 0.01%
579
409
$27.9K 0.01%
+384
410
$27.7K 0.01%
224
+1
411
$27.7K 0.01%
471
+1
412
$27.6K 0.01%
1,014
-5
413
$27.6K 0.01%
98
414
$27.5K 0.01%
145
+9
415
$27.5K 0.01%
439
416
$27.5K 0.01%
68
+1
417
$27.4K 0.01%
651
418
$27.3K 0.01%
283
+11
419
$27.3K 0.01%
195
-7
420
$27.3K 0.01%
83
421
$27.3K 0.01%
100
+5
422
$27.2K 0.01%
550
+3
423
$27.1K 0.01%
91
424
$27K 0.01%
401
+24
425
$27K 0.01%
292
15 16
17
18 19