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
826
$13.5K ﹤0.01%
48
+2
827
$13.5K ﹤0.01%
121
828
$13.5K ﹤0.01%
579
829
$13.5K ﹤0.01%
1,037
830
$13.4K ﹤0.01%
226
+2
831
$13.4K ﹤0.01%
325
832
$13.3K ﹤0.01%
129
+1
833
$13.3K ﹤0.01%
436
+2
834
$13.3K ﹤0.01%
159
+1
835
$13.3K ﹤0.01%
121
836
$13.3K ﹤0.01%
740
+12
837
$13.2K ﹤0.01%
149
838
$13.2K ﹤0.01%
48
839
$13.2K ﹤0.01%
46
+2
840
$13.2K ﹤0.01%
109
841
$13.2K ﹤0.01%
358
842
$13.1K ﹤0.01%
233
843
$13.1K ﹤0.01%
312
844
$13K ﹤0.01%
93
845
$13K ﹤0.01%
182
+1
846
$13K ﹤0.01%
+687
847
$13K ﹤0.01%
82
+4
848
$13K ﹤0.01%
245
849
$13K ﹤0.01%
73
850
$13K ﹤0.01%
450
32 33
34
35 36