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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$8.42M
3
+$6.73M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.93M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 6.46%
3 Financials 5.19%
4 Consumer Staples 3.55%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.07K ﹤0.01%
+10
527
$2.07K ﹤0.01%
+44
528
$2.05K ﹤0.01%
+30
529
$2.02K ﹤0.01%
+30
530
$2.02K ﹤0.01%
+67
531
$2.01K ﹤0.01%
+100
532
$2K ﹤0.01%
+120
533
$2K ﹤0.01%
+148
534
$1.97K ﹤0.01%
+450
535
$1.94K ﹤0.01%
+278
536
$1.93K ﹤0.01%
+70
537
$1.93K ﹤0.01%
+25
538
$1.9K ﹤0.01%
+50
539
$1.89K ﹤0.01%
+53
540
$1.84K ﹤0.01%
+12
541
$1.83K ﹤0.01%
+85
542
$1.82K ﹤0.01%
+40
543
$1.81K ﹤0.01%
+101
544
$1.79K ﹤0.01%
+300
545
$1.79K ﹤0.01%
+3
546
$1.78K ﹤0.01%
+30
547
$1.77K ﹤0.01%
+100
548
$1.75K ﹤0.01%
+47
549
$1.75K ﹤0.01%
+54
550
$1.74K ﹤0.01%
+16
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