RA

Rise Advisors Portfolio holdings

AUM $284M
1-Year Est. Return 14.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13.6M
3
+$12.9M
4
VTV icon
Vanguard Value ETF
VTV
+$2.66M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.43M

Top Sells

1
+$26.9M
2
+$13.3M
3
+$661K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$602K
5
MU icon
Micron Technology
MU
+$247K

Sector Composition

1 Technology 8.6%
2 Financials 5.25%
3 Consumer Discretionary 3.25%
4 Industrials 2.88%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$23.1K 0.01%
68
+2
502
$23.1K 0.01%
513
+22
503
$23.1K 0.01%
424
+11
504
$23K 0.01%
163
+1
505
$23K 0.01%
109
506
$22.9K 0.01%
167
507
$22.9K 0.01%
1,890
+1
508
$22.8K 0.01%
181
+9
509
$22.7K 0.01%
139
+1
510
$22.7K 0.01%
310
511
$22.6K 0.01%
234
+1
512
$22.5K 0.01%
1,436
513
$22.5K 0.01%
265
+1
514
$22.5K 0.01%
159
-52
515
$22.4K 0.01%
2,114
516
$22.4K 0.01%
143
+4
517
$22.4K 0.01%
2,252
+46
518
$22.3K 0.01%
129
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519
$22.3K 0.01%
480
+10
520
$22.3K 0.01%
127
521
$22.2K 0.01%
23
-2
522
$22.2K 0.01%
118
+3
523
$22.2K 0.01%
917
+45
524
$22K 0.01%
154
+1
525
$22K 0.01%
330
-81
19 20
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