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
551
$2K ﹤0.01%
41
552
$2K ﹤0.01%
37
553
$2K ﹤0.01%
53
554
$2K ﹤0.01%
68
+1
555
$2K ﹤0.01%
15
556
$2K ﹤0.01%
330
557
$2K ﹤0.01%
20
558
$2K ﹤0.01%
54
559
$2K ﹤0.01%
600
560
$2K ﹤0.01%
41
561
$2K ﹤0.01%
67
+1
562
$2K ﹤0.01%
18
-132
563
$2K ﹤0.01%
150
564
$2K ﹤0.01%
54
565
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63
+1
566
$2K ﹤0.01%
150
567
$2K ﹤0.01%
+5
568
$2K ﹤0.01%
321
+8
569
$2K ﹤0.01%
52
570
$2K ﹤0.01%
1,230
-181
571
$2K ﹤0.01%
90
572
$2K ﹤0.01%
17
-5
573
$2K ﹤0.01%
19
-17
574
$2K ﹤0.01%
23
575
$2K ﹤0.01%
331
+9
21 22
23
24 25