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
$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
526
$2K ﹤0.01%
30
527
$2K ﹤0.01%
69
528
$2K ﹤0.01%
55
+1
529
$2K ﹤0.01%
99
+1
530
$2K ﹤0.01%
26
531
$2K ﹤0.01%
50
532
$2K ﹤0.01%
+10
533
$2K ﹤0.01%
53
534
$2K ﹤0.01%
13
535
$2K ﹤0.01%
20
536
$2K ﹤0.01%
36
-28
537
$2K ﹤0.01%
8
538
$2K ﹤0.01%
20
539
$2K ﹤0.01%
114
+1
540
$2K ﹤0.01%
122
541
$2K ﹤0.01%
100
542
$2K ﹤0.01%
81
543
$2K ﹤0.01%
58
544
$2K ﹤0.01%
50
545
$2K ﹤0.01%
203
-248
546
$2K ﹤0.01%
83
547
$2K ﹤0.01%
150
548
$2K ﹤0.01%
142
549
$2K ﹤0.01%
120
550
$2K ﹤0.01%
20
20 21
22
23 24