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
576
$2K ﹤0.01%
50
577
$2K ﹤0.01%
+10
578
$2K ﹤0.01%
18
579
$2K ﹤0.01%
189
+3
580
$2K ﹤0.01%
20
581
$2K ﹤0.01%
200
582
$2K ﹤0.01%
15
583
$2K ﹤0.01%
110
+2
584
$2K ﹤0.01%
67
-50
585
$2K ﹤0.01%
400
586
$2K ﹤0.01%
50
587
$2K ﹤0.01%
26
588
$1K ﹤0.01%
10
589
$1K ﹤0.01%
5
590
$1K ﹤0.01%
+200
591
$1K ﹤0.01%
10
592
$1K ﹤0.01%
14
593
$1K ﹤0.01%
500
594
$1K ﹤0.01%
130
595
$1K ﹤0.01%
+20
596
$1K ﹤0.01%
5
597
$1K ﹤0.01%
13
598
$1K ﹤0.01%
22
599
$1K ﹤0.01%
12
600
$1K ﹤0.01%
12
22 23
24
25 26