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
$121M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$11.4M
3 +$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Sector Composition

1 Technology 6.63%
2 Financials 5.19%
3 Consumer Discretionary 4.55%
4 Consumer Staples 3.15%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K 0.01%
61
427
$6K 0.01%
91
+1
428
$5K ﹤0.01%
72
429
$5K ﹤0.01%
1,708
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+126
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+2
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95
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$5K ﹤0.01%
63
435
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-279
436
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399
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689
+11
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+550
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21
+1
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$5K ﹤0.01%
330
+100
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+6
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$4K ﹤0.01%
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-10
450
$4K ﹤0.01%
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