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
951
$10.7K ﹤0.01%
267
-9
952
$10.7K ﹤0.01%
1,531
953
$10.7K ﹤0.01%
552
+7
954
$10.7K ﹤0.01%
124
955
$10.7K ﹤0.01%
86
956
$10.6K ﹤0.01%
147
-7
957
$10.6K ﹤0.01%
164
+15
958
$10.6K ﹤0.01%
224
959
$10.6K ﹤0.01%
329
+5
960
$10.6K ﹤0.01%
127
961
$10.5K ﹤0.01%
209
+1
962
$10.5K ﹤0.01%
205
+2
963
$10.5K ﹤0.01%
413
964
$10.5K ﹤0.01%
171
965
$10.5K ﹤0.01%
290
966
$10.5K ﹤0.01%
305
967
$10.5K ﹤0.01%
18
968
$10.4K ﹤0.01%
242
+2
969
$10.4K ﹤0.01%
218
+2
970
$10.4K ﹤0.01%
214
971
$10.4K ﹤0.01%
306
972
$10.4K ﹤0.01%
71
973
$10.4K ﹤0.01%
72
974
$10.4K ﹤0.01%
468
+6
975
$10.4K ﹤0.01%
321
37 38
39
40 41