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
851
$12.9K ﹤0.01%
54
852
$12.9K ﹤0.01%
333
+14
853
$12.9K ﹤0.01%
67
+9
854
$12.9K ﹤0.01%
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+2
855
$12.9K ﹤0.01%
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856
$12.9K ﹤0.01%
973
+5
857
$12.9K ﹤0.01%
129
858
$12.9K ﹤0.01%
197
859
$12.8K ﹤0.01%
191
860
$12.8K ﹤0.01%
273
+3
861
$12.7K ﹤0.01%
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862
$12.7K ﹤0.01%
91
863
$12.6K ﹤0.01%
447
+3
864
$12.6K ﹤0.01%
455
+5
865
$12.6K ﹤0.01%
134
+5
866
$12.6K ﹤0.01%
88
+7
867
$12.5K ﹤0.01%
157
868
$12.5K ﹤0.01%
149
-16
869
$12.5K ﹤0.01%
404
870
$12.5K ﹤0.01%
57
871
$12.5K ﹤0.01%
765
872
$12.5K ﹤0.01%
447
+3
873
$12.5K ﹤0.01%
243
874
$12.4K ﹤0.01%
498
+4
875
$12.4K ﹤0.01%
150