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 Low Carbon Optimized MSCI ACWI 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
501
$3K ﹤0.01%
65
+1
502
$3K ﹤0.01%
110
+1
503
$3K ﹤0.01%
58
504
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201
505
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361
506
$3K ﹤0.01%
676
507
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20
508
$3K ﹤0.01%
69
509
$3K ﹤0.01%
25
510
$3K ﹤0.01%
595
-22
511
$3K ﹤0.01%
15
512
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147
+2
513
$3K ﹤0.01%
104
514
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49
515
$3K ﹤0.01%
318
+2
516
$3K ﹤0.01%
+50
517
$3K ﹤0.01%
+10
518
$3K ﹤0.01%
20
519
$3K ﹤0.01%
+100
520
$3K ﹤0.01%
417
+190
521
$3K ﹤0.01%
605
522
$3K ﹤0.01%
96
+2
523
$2K ﹤0.01%
81
524
$2K ﹤0.01%
600
525
$2K ﹤0.01%
41
19 20
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