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
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
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14
+5
482
$4K ﹤0.01%
67
483
$4K ﹤0.01%
503
+11
484
$3K ﹤0.01%
30
485
$3K ﹤0.01%
106
+2
486
$3K ﹤0.01%
614
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487
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488
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121
+1
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22
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20
491
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+10
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$3K ﹤0.01%
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495
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321
496
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30
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$3K ﹤0.01%
65
+1
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$3K ﹤0.01%
110
+1
499
$3K ﹤0.01%
58
500
$3K ﹤0.01%
201
18 19
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