RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.26%
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
+$12M
2
+$11.4M
3
+$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
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
576
$2K ﹤0.01%
23
577
$2K ﹤0.01%
331
+9
578
$2K ﹤0.01%
90
+3
579
$2K ﹤0.01%
30
580
$2K ﹤0.01%
26
581
$2K ﹤0.01%
50
582
$2K ﹤0.01%
+10
583
$2K ﹤0.01%
18
584
$2K ﹤0.01%
126
+2
585
$2K ﹤0.01%
110
+2
586
$2K ﹤0.01%
400
587
$2K ﹤0.01%
50
588
$1K ﹤0.01%
10
589
$1K ﹤0.01%
+1,000
590
$1K ﹤0.01%
200
591
$1K ﹤0.01%
73
-75
592
$1K ﹤0.01%
18
593
$1K ﹤0.01%
126
+3
594
$1K ﹤0.01%
600
595
$1K ﹤0.01%
74
596
$1K ﹤0.01%
39
+1
597
$1K ﹤0.01%
45
598
$1K ﹤0.01%
20
599
$1K ﹤0.01%
41
+1
600
$1K ﹤0.01%
152
+2
22 23
24
25 26