RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Fund
S&P 500
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 Low Carbon Optimized MSCI ACWI ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

Sector Composition

1 Technology 6.62%
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%
345
452
$4K ﹤0.01%
20
453
$4K ﹤0.01%
99
454
$4K ﹤0.01%
122
455
$4K ﹤0.01%
120
456
$4K ﹤0.01%
103
457
$4K ﹤0.01%
41
458
$4K ﹤0.01%
55
-50
459
$4K ﹤0.01%
96
+1
460
$4K ﹤0.01%
55
+1
461
$4K ﹤0.01%
19
462
$4K ﹤0.01%
22
463
$4K ﹤0.01%
503
+11
464
$4K ﹤0.01%
36
465
$4K ﹤0.01%
116
+2
466
$4K ﹤0.01%
18
467
$4K ﹤0.01%
213
468
$4K ﹤0.01%
167
-10
469
$4K ﹤0.01%
37
-10
470
$4K ﹤0.01%
206
471
$4K ﹤0.01%
484
+32
472
$4K ﹤0.01%
21
473
$4K ﹤0.01%
100
474
$4K ﹤0.01%
133
475
$4K ﹤0.01%
231
17 18
19
20 21