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
651
$1K ﹤0.01%
60
652
$1K ﹤0.01%
700
653
$1K ﹤0.01%
69
+2
654
$1K ﹤0.01%
5
655
$1K ﹤0.01%
152
+2
656
$1K ﹤0.01%
12
657
$1K ﹤0.01%
8
-7
658
$1K ﹤0.01%
19
659
$1K ﹤0.01%
184
660
$1K ﹤0.01%
179
661
$1K ﹤0.01%
272
662
$1K ﹤0.01%
50
663
$1K ﹤0.01%
150
664
$1K ﹤0.01%
450
665
$1K ﹤0.01%
100
666
$1K ﹤0.01%
50
667
$1K ﹤0.01%
14
668
$1K ﹤0.01%
5
669
$1K ﹤0.01%
25
670
$1K ﹤0.01%
61
+1
671
$1K ﹤0.01%
26
672
$1K ﹤0.01%
+19
673
$1K ﹤0.01%
278
674
$1K ﹤0.01%
10
675
$1K ﹤0.01%
55
25 26
27
28 29