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
1251
$1.22K ﹤0.01%
49
1252
$1.21K ﹤0.01%
74
1253
$1.21K ﹤0.01%
407
1254
$1.19K ﹤0.01%
68
1255
$1.19K ﹤0.01%
22
1256
$1.17K ﹤0.01%
16
+6
1257
$1.16K ﹤0.01%
209
+111
1258
$1.16K ﹤0.01%
360
1259
$1.15K ﹤0.01%
60
-87
1260
$1.15K ﹤0.01%
5
1261
$1.15K ﹤0.01%
884
1262
$1.14K ﹤0.01%
+56
1263
$1.14K ﹤0.01%
+206
1264
$1.13K ﹤0.01%
72
+1
1265
$1.12K ﹤0.01%
7
1266
$1.12K ﹤0.01%
50
1267
$1.1K ﹤0.01%
42
-150
1268
$1.09K ﹤0.01%
740
1269
$1.09K ﹤0.01%
72
1270
$1.08K ﹤0.01%
56
1271
$1.08K ﹤0.01%
9
-26
1272
$1.07K ﹤0.01%
74
1273
$1.07K ﹤0.01%
94
1274
$1.07K ﹤0.01%
28
1275
$1.06K ﹤0.01%
+122
49 50
51
52 53