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
901
$11.8K ﹤0.01%
328
902
$11.8K ﹤0.01%
117
903
$11.8K ﹤0.01%
698
+8
904
$11.7K ﹤0.01%
154
905
$11.7K ﹤0.01%
51
+1
906
$11.7K ﹤0.01%
454
907
$11.7K ﹤0.01%
66
908
$11.6K ﹤0.01%
416
909
$11.6K ﹤0.01%
70
910
$11.6K ﹤0.01%
219
911
$11.5K ﹤0.01%
81
+3
912
$11.5K ﹤0.01%
51
913
$11.5K ﹤0.01%
1,883
914
$11.5K ﹤0.01%
461
+41
915
$11.5K ﹤0.01%
106
-8
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+301
917
$11.5K ﹤0.01%
183
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124
+1
920
$11.4K ﹤0.01%
561
921
$11.4K ﹤0.01%
38
922
$11.4K ﹤0.01%
715
923
$11.4K ﹤0.01%
26
924
$11.4K ﹤0.01%
273
925
$11.3K ﹤0.01%
208
+2