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
1026
$9.28K ﹤0.01%
1,240
1027
$9.25K ﹤0.01%
179
-15
1028
$9.24K ﹤0.01%
154
1029
$9.23K ﹤0.01%
583
-74
1030
$9.21K ﹤0.01%
844
1031
$9.21K ﹤0.01%
127
1032
$9.2K ﹤0.01%
170
-5
1033
$9.18K ﹤0.01%
589
+6
1034
$9.13K ﹤0.01%
44
+2
1035
$9.13K ﹤0.01%
502
+5
1036
$9.12K ﹤0.01%
78
1037
$9.09K ﹤0.01%
250
1038
$8.99K ﹤0.01%
121
+2
1039
$8.98K ﹤0.01%
1,140
+149
1040
$8.98K ﹤0.01%
168
1041
$8.96K ﹤0.01%
597
1042
$8.95K ﹤0.01%
179
1043
$8.95K ﹤0.01%
1,276
1044
$8.93K ﹤0.01%
59
1045
$8.92K ﹤0.01%
106
1046
$8.88K ﹤0.01%
413
1047
$8.8K ﹤0.01%
442
1048
$8.73K ﹤0.01%
49
1049
$8.73K ﹤0.01%
72
1050
$8.7K ﹤0.01%
438
40 41
42
43 44