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
876
$12.4K ﹤0.01%
1,074
877
$12.4K ﹤0.01%
65
878
$12.4K ﹤0.01%
736
879
$12.4K ﹤0.01%
424
880
$12.4K ﹤0.01%
83
881
$12.3K ﹤0.01%
214
882
$12.3K ﹤0.01%
+924
883
$12.2K ﹤0.01%
275
+2
884
$12.2K ﹤0.01%
422
+5
885
$12.1K ﹤0.01%
491
+100
886
$12.1K ﹤0.01%
46
+2
887
$12.1K ﹤0.01%
527
-18
888
$12.1K ﹤0.01%
181
+2
889
$12.1K ﹤0.01%
246
890
$12.1K ﹤0.01%
85
891
$12K ﹤0.01%
71
892
$12K ﹤0.01%
156
+7
893
$12K ﹤0.01%
128
894
$12K ﹤0.01%
97
+9
895
$11.9K ﹤0.01%
417
896
$11.9K ﹤0.01%
159
+1
897
$11.9K ﹤0.01%
69
898
$11.9K ﹤0.01%
88
899
$11.8K ﹤0.01%
153
900
$11.8K ﹤0.01%
223
-1
34 35
36
37 38