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
976
$10.4K ﹤0.01%
35
977
$10.4K ﹤0.01%
96
+1
978
$10.4K ﹤0.01%
213
979
$10.4K ﹤0.01%
418
-57
980
$10.4K ﹤0.01%
383
+3
981
$10.3K ﹤0.01%
345
982
$10.3K ﹤0.01%
307
+6
983
$10.3K ﹤0.01%
150
984
$10.3K ﹤0.01%
107
-88
985
$10.3K ﹤0.01%
140
986
$10.3K ﹤0.01%
109
987
$10.2K ﹤0.01%
135
988
$10.2K ﹤0.01%
557
-62
989
$10.2K ﹤0.01%
50
-49
990
$10.1K ﹤0.01%
226
+3
991
$10.1K ﹤0.01%
552
992
$10.1K ﹤0.01%
117
993
$10.1K ﹤0.01%
181
994
$10.1K ﹤0.01%
139
995
$10K ﹤0.01%
41
996
$9.98K ﹤0.01%
247
997
$9.97K ﹤0.01%
758
+10
998
$9.97K ﹤0.01%
72
+4
999
$9.95K ﹤0.01%
52
+4
1000
$9.94K ﹤0.01%
669
38 39
40
41 42