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
651
$17.8K 0.01%
64
+2
652
$17.8K 0.01%
534
653
$17.7K 0.01%
637
654
$17.7K 0.01%
101
+3
655
$17.7K 0.01%
248
+10
656
$17.7K 0.01%
63
657
$17.7K 0.01%
134
658
$17.7K 0.01%
15
659
$17.5K 0.01%
93
660
$17.5K 0.01%
32
+1
661
$17.5K 0.01%
363
+4
662
$17.4K 0.01%
1,429
663
$17.4K 0.01%
49
664
$17.4K 0.01%
226
665
$17.3K 0.01%
137
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666
$17.3K 0.01%
353
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667
$17.3K 0.01%
56
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669
$17.2K 0.01%
101
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124
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594
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271
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$17K 0.01%
365
674
$17K 0.01%
401
-10
675
$17K 0.01%
277
+4