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
751
$15.1K 0.01%
95
752
$15.1K 0.01%
142
+5
753
$15.1K 0.01%
497
754
$15K 0.01%
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216
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$15K 0.01%
52
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$14.9K 0.01%
48
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$14.9K 0.01%
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$14.9K 0.01%
224
761
$14.9K 0.01%
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$14.9K 0.01%
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$14.6K 0.01%
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$14.5K 0.01%
90