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

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
4
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

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
451
$4K ﹤0.01%
484
+32
452
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36
453
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116
+2
454
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18
455
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456
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-10
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100
459
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460
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69
+1
461
$4K ﹤0.01%
345
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464
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467
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468
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103
470
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471
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55
-50
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96
+1
473
$4K ﹤0.01%
55
+1
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$4K ﹤0.01%
19
475
$4K ﹤0.01%
26
17 18
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20 21