RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$8.42M
3 +$6.73M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.93M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 6.46%
3 Financials 5.19%
4 Consumer Staples 3.55%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$90.8K 0.09%
+426
102
$90.6K 0.09%
+1,024
103
$88.1K 0.08%
+1,512
104
$85K 0.08%
+493
105
$82.4K 0.08%
+709
106
$80.7K 0.08%
+320
107
$80.4K 0.08%
+291
108
$78.5K 0.07%
+929
109
$78.3K 0.07%
+1,583
110
$78.3K 0.07%
+514
111
$78.2K 0.07%
+669
112
$78.1K 0.07%
+796
113
$76.6K 0.07%
+135
114
$76.3K 0.07%
+749
115
$73.9K 0.07%
+415
116
$73.9K 0.07%
+1,447
117
$73.8K 0.07%
+611
118
$70.1K 0.07%
+1,778
119
$69.3K 0.07%
+115
120
$68K 0.06%
+1,392
121
$67.7K 0.06%
+1,078
122
$67.4K 0.06%
+50
123
$66K 0.06%
+1,817
124
$64.8K 0.06%
+373
125
$64.8K 0.06%
+743