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
1126
$6.01K ﹤0.01%
993
1127
$5.96K ﹤0.01%
411
1128
$5.94K ﹤0.01%
505
1129
$5.9K ﹤0.01%
19
1130
$5.89K ﹤0.01%
1,457
1131
$5.86K ﹤0.01%
286
1132
$5.85K ﹤0.01%
335
+3
1133
$5.83K ﹤0.01%
356
1134
$5.74K ﹤0.01%
352
1135
$5.73K ﹤0.01%
203
1136
$5.67K ﹤0.01%
1,136
1137
$5.63K ﹤0.01%
198
1138
$5.36K ﹤0.01%
131
+12
1139
$5.36K ﹤0.01%
287
1140
$5.33K ﹤0.01%
179
1141
$5.3K ﹤0.01%
37
+13
1142
$5.28K ﹤0.01%
190
-8
1143
$5.16K ﹤0.01%
115
1144
$5.14K ﹤0.01%
64
-4
1145
$5.1K ﹤0.01%
162
1146
$4.92K ﹤0.01%
213
1147
$4.83K ﹤0.01%
10
1148
$4.73K ﹤0.01%
208
1149
$4.5K ﹤0.01%
23
1150
$4.47K ﹤0.01%
675