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
426
$27K 0.01%
97
+1
427
$27K 0.01%
55
428
$26.8K 0.01%
114
+1
429
$26.7K 0.01%
165
+6
430
$26.5K 0.01%
512
431
$26.5K 0.01%
337
+7
432
$26.4K 0.01%
129
433
$26.4K 0.01%
411
+9
434
$26.3K 0.01%
1,198
+7
435
$26.3K 0.01%
186
-46
436
$26.2K 0.01%
476
437
$26.1K 0.01%
106
+3
438
$26.1K 0.01%
234
+1
439
$26.1K 0.01%
81
440
$26K 0.01%
279
+12
441
$25.9K 0.01%
220
+1
442
$25.9K 0.01%
333
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443
$25.7K 0.01%
343
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444
$25.7K 0.01%
623
445
$25.6K 0.01%
73
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446
$25.5K 0.01%
1,002
+2
447
$25.5K 0.01%
98
+12
448
$25.5K 0.01%
760
449
$25.2K 0.01%
439
450
$25.2K 0.01%
82
+2