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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$916 ﹤0.01%
12
527
$913 ﹤0.01%
50
528
$901 ﹤0.01%
16
529
$885 ﹤0.01%
456
530
$874 ﹤0.01%
3
531
$865 ﹤0.01%
18
532
$857 ﹤0.01%
85
533
$857 ﹤0.01%
50
534
$856 ﹤0.01%
58
535
$843 ﹤0.01%
1,000
536
$832 ﹤0.01%
18
537
$823 ﹤0.01%
58
538
$820 ﹤0.01%
68
539
$819 ﹤0.01%
225
540
$789 ﹤0.01%
33
541
$779 ﹤0.01%
10
542
$737 ﹤0.01%
20
543
$719 ﹤0.01%
118
-44
544
$685 ﹤0.01%
6
545
$685 ﹤0.01%
118
+3
546
$682 ﹤0.01%
60
-80
547
$682 ﹤0.01%
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548
$659 ﹤0.01%
7
549
$651 ﹤0.01%
25
550
$643 ﹤0.01%
45
20 21
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