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
501
$3K ﹤0.01%
676
502
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20
503
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27
504
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69
505
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25
506
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595
-22
507
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15
508
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147
+2
509
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104
510
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49
511
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318
+2
512
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+50
513
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75
+25
514
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362
+12
515
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107
+1
516
$3K ﹤0.01%
+10
517
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20
518
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+100
519
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417
+190
520
$3K ﹤0.01%
605
521
$3K ﹤0.01%
96
+2
522
$3K ﹤0.01%
30
523
$2K ﹤0.01%
53
524
$2K ﹤0.01%
13
525
$2K ﹤0.01%
20
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