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
551
$20.7K 0.01%
60
+4
552
$20.7K 0.01%
221
553
$20.7K 0.01%
360
+1
554
$20.5K 0.01%
726
555
$20.5K 0.01%
612
556
$20.5K 0.01%
53
557
$20.5K 0.01%
864
+20
558
$20.4K 0.01%
152
+1
559
$20.4K 0.01%
215
560
$20.4K 0.01%
200
+6
561
$20.4K 0.01%
483
+21
562
$20.4K 0.01%
235
563
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910
564
$20.3K 0.01%
81
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565
$20.3K 0.01%
420
+3
566
$20.2K 0.01%
415
567
$20.2K 0.01%
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568
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569
$20.2K 0.01%
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1,394
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572
$20.2K 0.01%
154
573
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189
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574
$20.1K 0.01%
73
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575
$20K 0.01%
491
+1
21 22
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