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
1101
$7.5K ﹤0.01%
25
1102
$7.41K ﹤0.01%
89
1103
$7.34K ﹤0.01%
1,016
1104
$7.33K ﹤0.01%
138
1105
$7.31K ﹤0.01%
241
1106
$7.24K ﹤0.01%
94
+1
1107
$7.1K ﹤0.01%
72
1108
$7.08K ﹤0.01%
59
1109
$7.07K ﹤0.01%
179
1110
$7.04K ﹤0.01%
1,233
1111
$7.03K ﹤0.01%
143
1112
$6.94K ﹤0.01%
238
1113
$6.9K ﹤0.01%
753
+10
1114
$6.89K ﹤0.01%
300
1115
$6.88K ﹤0.01%
130
1116
$6.75K ﹤0.01%
20
+6
1117
$6.72K ﹤0.01%
837
1118
$6.67K ﹤0.01%
21
1119
$6.63K ﹤0.01%
267
1120
$6.55K ﹤0.01%
426
1121
$6.51K ﹤0.01%
52
+3
1122
$6.45K ﹤0.01%
358
1123
$6.42K ﹤0.01%
83
1124
$6.4K ﹤0.01%
264
+27
1125
$6.09K ﹤0.01%
30
+2
43 44
45
46 47