RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$21K 0.01%
617
-577
627
$21K 0.01%
336
+3
628
$20.8K 0.01%
199
629
$20.8K 0.01%
4,231
+11
630
$20.8K 0.01%
437
+2
631
$20.7K 0.01%
153
632
$20.6K 0.01%
444
-36
633
$20.6K 0.01%
138
+2
634
$20.6K 0.01%
250
+6
635
$20.5K 0.01%
80
636
$20.5K 0.01%
406
637
$20.5K 0.01%
676
+6
638
$20.5K 0.01%
550
+2
639
$20.5K 0.01%
1,340
+14
640
$20.4K 0.01%
1,255
+13
641
$20.4K 0.01%
1,203
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642
$20.3K 0.01%
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643
$20.3K 0.01%
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644
$20.2K 0.01%
441
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645
$20.2K 0.01%
331
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646
$20.2K 0.01%
833
+11
647
$20.2K 0.01%
305
-12
648
$20.2K 0.01%
286
649
$20.1K 0.01%
255
+2
650
$20.1K 0.01%
67
24 25
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