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
1201
$1.8K ﹤0.01%
104
+30
1202
$1.79K ﹤0.01%
16
1203
$1.78K ﹤0.01%
108
+44
1204
$1.78K ﹤0.01%
287
+140
1205
$1.77K ﹤0.01%
48
1206
$1.77K ﹤0.01%
18
1207
$1.76K ﹤0.01%
49
1208
$1.76K ﹤0.01%
70
1209
$1.75K ﹤0.01%
26
+8
1210
$1.72K ﹤0.01%
214
1211
$1.72K ﹤0.01%
382
1212
$1.68K ﹤0.01%
62
1213
$1.67K ﹤0.01%
48
1214
$1.65K ﹤0.01%
166
+1
1215
$1.63K ﹤0.01%
105
1216
$1.62K ﹤0.01%
6
+2
1217
$1.6K ﹤0.01%
+128
1218
$1.59K ﹤0.01%
171
1219
$1.59K ﹤0.01%
4
+2
1220
$1.57K ﹤0.01%
28
1221
$1.55K ﹤0.01%
35
+12
1222
$1.49K ﹤0.01%
50
1223
$1.48K ﹤0.01%
92
1224
$1.47K ﹤0.01%
25
-9
1225
$1.44K ﹤0.01%
27
+10
47 48
49
50 51