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
1151
$4.36K ﹤0.01%
1,337
1152
$4.33K ﹤0.01%
113
1153
$4.19K ﹤0.01%
13
1154
$4.17K ﹤0.01%
85
+17
1155
$4.17K ﹤0.01%
70
1156
$4.16K ﹤0.01%
138
1157
$4.11K ﹤0.01%
213
1158
$3.93K ﹤0.01%
69
+20
1159
$3.55K ﹤0.01%
43
1160
$3.34K ﹤0.01%
445
+83
1161
$3.21K ﹤0.01%
45
1162
$3.2K ﹤0.01%
348
1163
$3.11K ﹤0.01%
50
1164
$3.01K ﹤0.01%
33
+6
1165
$2.79K ﹤0.01%
13
1166
$2.77K ﹤0.01%
95
1167
$2.75K ﹤0.01%
82
1168
$2.72K ﹤0.01%
738
1169
$2.71K ﹤0.01%
179
+3
1170
$2.71K ﹤0.01%
870
1171
$2.68K ﹤0.01%
510
1172
$2.66K ﹤0.01%
55
1173
$2.6K ﹤0.01%
34
+7
1174
$2.53K ﹤0.01%
1,083
1175
$2.52K ﹤0.01%
125
45 46
47
48 49