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
576
$2K ﹤0.01%
90
+3
577
$2K ﹤0.01%
30
578
$2K ﹤0.01%
26
579
$2K ﹤0.01%
18
580
$2K ﹤0.01%
126
+2
581
$2K ﹤0.01%
20
582
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200
583
$2K ﹤0.01%
15
584
$2K ﹤0.01%
110
+2
585
$2K ﹤0.01%
67
-50
586
$2K ﹤0.01%
400
587
$2K ﹤0.01%
50
588
$1K ﹤0.01%
15
-85
589
$1K ﹤0.01%
49
+1
590
$1K ﹤0.01%
+1,000
591
$1K ﹤0.01%
278
592
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10
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594
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55
595
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50
596
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25
597
$1K ﹤0.01%
160
598
$1K ﹤0.01%
162
599
$1K ﹤0.01%
+21
600
$1K ﹤0.01%
10
22 23
24
25 26