RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
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
551
$2K ﹤0.01%
30
552
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69
553
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54
554
$2K ﹤0.01%
600
555
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41
556
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67
+1
557
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55
+1
558
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99
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18
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150
561
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54
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150
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+5
565
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321
+8
566
$2K ﹤0.01%
52
567
$2K ﹤0.01%
1,230
-181
568
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90
569
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17
-5
570
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571
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23
572
$2K ﹤0.01%
331
+9
573
$2K ﹤0.01%
90
+3
574
$2K ﹤0.01%
30
575
$2K ﹤0.01%
26
21 22
23
24 25