RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
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
+$13.1M
2
+$12.9M
3
+$797K
4
PYPL icon
PayPal
PYPL
+$568K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$410K
3
+$408K
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
476
$4K ﹤0.01%
22
477
$4K ﹤0.01%
48
478
$4K ﹤0.01%
80
+1
479
$4K ﹤0.01%
25
480
$4K ﹤0.01%
52
481
$4K ﹤0.01%
14
+5
482
$4K ﹤0.01%
67
483
$4K ﹤0.01%
503
+11
484
$3K ﹤0.01%
+10
485
$3K ﹤0.01%
106
+2
486
$3K ﹤0.01%
614
+13
487
$3K ﹤0.01%
89
488
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121
+1
489
$3K ﹤0.01%
22
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$3K ﹤0.01%
20
491
$3K ﹤0.01%
100
492
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7
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494
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321
495
$3K ﹤0.01%
30
496
$3K ﹤0.01%
65
+1
497
$3K ﹤0.01%
110
+1
498
$3K ﹤0.01%
58
499
$3K ﹤0.01%
201
500
$3K ﹤0.01%
361
18 19
20
21 22