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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$8.42M
3
+$6.73M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.93M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 6.46%
3 Financials 5.19%
4 Consumer Staples 3.55%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.95K ﹤0.01%
+163
477
$2.95K ﹤0.01%
+50
478
$2.95K ﹤0.01%
+20
479
$2.94K ﹤0.01%
+120
480
$2.91K ﹤0.01%
+160
481
$2.89K ﹤0.01%
+184
482
$2.86K ﹤0.01%
+119
483
$2.79K ﹤0.01%
+53
484
$2.79K ﹤0.01%
+17
485
$2.78K ﹤0.01%
+30
486
$2.78K ﹤0.01%
+20
487
$2.76K ﹤0.01%
+60
488
$2.74K ﹤0.01%
+121
489
$2.71K ﹤0.01%
+30
490
$2.69K ﹤0.01%
+25
491
$2.69K ﹤0.01%
+12
492
$2.67K ﹤0.01%
+40
493
$2.67K ﹤0.01%
+54
494
$2.66K ﹤0.01%
+49
495
$2.65K ﹤0.01%
+20
496
$2.63K ﹤0.01%
+150
497
$2.62K ﹤0.01%
+87
498
$2.59K ﹤0.01%
+50
499
$2.57K ﹤0.01%
+25
500
$2.55K ﹤0.01%
+58
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