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
1176
$2.46K ﹤0.01%
19
1177
$2.46K ﹤0.01%
46
1178
$2.45K ﹤0.01%
646
1179
$2.44K ﹤0.01%
93
1180
$2.44K ﹤0.01%
24
+6
1181
$2.4K ﹤0.01%
288
1182
$2.38K ﹤0.01%
392
1183
$2.3K ﹤0.01%
62
+14
1184
$2.22K ﹤0.01%
13
+3
1185
$2.21K ﹤0.01%
166
+61
1186
$2.2K ﹤0.01%
906
1187
$2.15K ﹤0.01%
22
1188
$2.1K ﹤0.01%
306
1189
$2.06K ﹤0.01%
+47
1190
$2.04K ﹤0.01%
52
1191
$2K ﹤0.01%
492
1192
$1.99K ﹤0.01%
186
1193
$1.99K ﹤0.01%
11
1194
$1.89K ﹤0.01%
25
+5
1195
$1.88K ﹤0.01%
202
1196
$1.86K ﹤0.01%
194
1197
$1.86K ﹤0.01%
193
1198
$1.84K ﹤0.01%
9
+6
1199
$1.82K ﹤0.01%
1,652
1200
$1.81K ﹤0.01%
207
46 47
48
49 50