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
1226
$1.43K ﹤0.01%
24
1227
$1.41K ﹤0.01%
48
+16
1228
$1.4K ﹤0.01%
37
-25
1229
$1.39K ﹤0.01%
19
1230
$1.38K ﹤0.01%
+7
1231
$1.37K ﹤0.01%
+19
1232
$1.35K ﹤0.01%
6
1233
$1.34K ﹤0.01%
50
1234
$1.34K ﹤0.01%
38
1235
$1.33K ﹤0.01%
56
1236
$1.33K ﹤0.01%
114
1237
$1.31K ﹤0.01%
13
1238
$1.31K ﹤0.01%
+75
1239
$1.3K ﹤0.01%
6
+3
1240
$1.29K ﹤0.01%
4
+2
1241
$1.29K ﹤0.01%
5
+2
1242
$1.28K ﹤0.01%
200
1243
$1.28K ﹤0.01%
548
1244
$1.28K ﹤0.01%
24
1245
$1.25K ﹤0.01%
46
1246
$1.24K ﹤0.01%
15
1247
$1.24K ﹤0.01%
7
+3
1248
$1.24K ﹤0.01%
35
+25
1249
$1.24K ﹤0.01%
24
1250
$1.23K ﹤0.01%
381
+148
48 49
50
51 52