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
526
$22K 0.01%
166
+16
527
$21.9K 0.01%
173
+1
528
$21.9K 0.01%
456
+5
529
$21.8K 0.01%
274
+2
530
$21.8K 0.01%
122
531
$21.8K 0.01%
480
+1
532
$21.7K 0.01%
306
+7
533
$21.6K 0.01%
1,431
+99
534
$21.6K 0.01%
109
+1
535
$21.6K 0.01%
155
536
$21.5K 0.01%
107
-1
537
$21.5K 0.01%
184
538
$21.5K 0.01%
855
-26
539
$21.4K 0.01%
357
+11
540
$21.3K 0.01%
1,056
+34
541
$21.2K 0.01%
128
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$21.1K 0.01%
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543
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143
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$21K 0.01%
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545
$21K 0.01%
564
546
$20.9K 0.01%
545
+2
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$20.9K 0.01%
135
548
$20.8K 0.01%
1,283
+33
549
$20.8K 0.01%
81
+2
550
$20.7K 0.01%
529
+4
20 21
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