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
926
$11.3K ﹤0.01%
184
927
$11.3K ﹤0.01%
138
928
$11.3K ﹤0.01%
110
-76
929
$11.3K ﹤0.01%
863
+15
930
$11.3K ﹤0.01%
111
+9
931
$11.2K ﹤0.01%
915
932
$11.2K ﹤0.01%
54
933
$11.2K ﹤0.01%
301
934
$11.2K ﹤0.01%
171
935
$11.2K ﹤0.01%
879
936
$11.1K ﹤0.01%
188
937
$11.1K ﹤0.01%
568
+3
938
$11.1K ﹤0.01%
195
+2
939
$11.1K ﹤0.01%
518
+4
940
$11K ﹤0.01%
1,202
941
$11K ﹤0.01%
140
-12
942
$10.9K ﹤0.01%
131
943
$10.9K ﹤0.01%
237
+1
944
$10.8K ﹤0.01%
854
945
$10.8K ﹤0.01%
578
+27
946
$10.8K ﹤0.01%
85
947
$10.8K ﹤0.01%
873
-35
948
$10.7K ﹤0.01%
683
949
$10.7K ﹤0.01%
433
+3
950
$10.7K ﹤0.01%
123
+1
36 37
38
39 40