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
1076
$8.24K ﹤0.01%
88
1077
$8.17K ﹤0.01%
144
+1
1078
$8.15K ﹤0.01%
54
1079
$8.09K ﹤0.01%
1,124
+21
1080
$8.06K ﹤0.01%
243
1081
$8.06K ﹤0.01%
1,556
+22
1082
$8.04K ﹤0.01%
1
1083
$8.03K ﹤0.01%
48
1084
$8.02K ﹤0.01%
397
1085
$7.97K ﹤0.01%
98
+1
1086
$7.95K ﹤0.01%
103
1087
$7.92K ﹤0.01%
127
1088
$7.92K ﹤0.01%
39
1089
$7.89K ﹤0.01%
538
1090
$7.88K ﹤0.01%
357
1091
$7.87K ﹤0.01%
103
1092
$7.82K ﹤0.01%
93
1093
$7.75K ﹤0.01%
95
1094
$7.74K ﹤0.01%
204
1095
$7.68K ﹤0.01%
169
1096
$7.65K ﹤0.01%
253
+4
1097
$7.59K ﹤0.01%
92
+12
1098
$7.56K ﹤0.01%
79
-5
1099
$7.54K ﹤0.01%
50
1100
$7.53K ﹤0.01%
262
42 43
44
45 46