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
626
$18.6K 0.01%
292
+1
627
$18.6K 0.01%
327
+10
628
$18.5K 0.01%
117
+6
629
$18.5K 0.01%
792
630
$18.4K 0.01%
148
631
$18.4K 0.01%
522
632
$18.4K 0.01%
222
+6
633
$18.3K 0.01%
101
+1
634
$18.3K 0.01%
1,430
-22
635
$18.3K 0.01%
646
636
$18.3K 0.01%
819
637
$18.3K 0.01%
200
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638
$18.2K 0.01%
161
639
$18.2K 0.01%
128
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$18.1K 0.01%
208
641
$18.1K 0.01%
214
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$18.1K 0.01%
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$18.1K 0.01%
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$18K 0.01%
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$18K 0.01%
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646
$18K 0.01%
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647
$18K 0.01%
140
648
$17.9K 0.01%
317
649
$17.9K 0.01%
75
650
$17.8K 0.01%
476