RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.26%
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
+$12M
2
+$11.4M
3
+$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
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%
26
+1
652
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159
+2
653
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50
654
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14
655
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5
656
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25
657
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61
+1
658
$1K ﹤0.01%
26
659
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+19
660
$1K ﹤0.01%
278
661
$1K ﹤0.01%
10
662
$1K ﹤0.01%
55
663
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55
664
$1K ﹤0.01%
50
665
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25
666
$1K ﹤0.01%
160
667
$1K ﹤0.01%
162
668
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+21
669
$1K ﹤0.01%
10
670
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55
671
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672
$1K ﹤0.01%
3
673
$1K ﹤0.01%
21
+1
674
$1K ﹤0.01%
22
+1
675
$1K ﹤0.01%
28
25 26
27
28 29