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
1051
$8.68K ﹤0.01%
269
1052
$8.66K ﹤0.01%
470
+10
1053
$8.64K ﹤0.01%
780
+17
1054
$8.64K ﹤0.01%
90
-2
1055
$8.62K ﹤0.01%
522
1056
$8.62K ﹤0.01%
12
+8
1057
$8.61K ﹤0.01%
84
-2
1058
$8.61K ﹤0.01%
200
+1
1059
$8.6K ﹤0.01%
28
1060
$8.6K ﹤0.01%
378
+2
1061
$8.57K ﹤0.01%
125
+7
1062
$8.55K ﹤0.01%
174
+2
1063
$8.54K ﹤0.01%
103
1064
$8.52K ﹤0.01%
73
1065
$8.52K ﹤0.01%
115
+1
1066
$8.51K ﹤0.01%
102
+7
1067
$8.5K ﹤0.01%
35
1068
$8.49K ﹤0.01%
91
+1
1069
$8.44K ﹤0.01%
81
1070
$8.42K ﹤0.01%
340
1071
$8.42K ﹤0.01%
338
1072
$8.39K ﹤0.01%
72
1073
$8.37K ﹤0.01%
265
-14
1074
$8.29K ﹤0.01%
194
1075
$8.24K ﹤0.01%
59
41 42
43
44 45