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
1276
$1.05K ﹤0.01%
82
-1
1277
$1.04K ﹤0.01%
37
1278
$1.03K ﹤0.01%
+13
1279
$1.03K ﹤0.01%
8
+4
1280
$1.03K ﹤0.01%
39
1281
$1.02K ﹤0.01%
+827
1282
$1.02K ﹤0.01%
177
1283
$1K ﹤0.01%
16
-8
1284
$1K ﹤0.01%
+32
1285
$1K ﹤0.01%
10
1286
$979 ﹤0.01%
130
1287
$973 ﹤0.01%
6
1288
$966 ﹤0.01%
8
-10
1289
$930 ﹤0.01%
7
+4
1290
$926 ﹤0.01%
142
1291
$922 ﹤0.01%
+119
1292
$913 ﹤0.01%
+166
1293
$907 ﹤0.01%
119
1294
$894 ﹤0.01%
6
-3
1295
$879 ﹤0.01%
38
1296
$877 ﹤0.01%
53
1297
$874 ﹤0.01%
40
1298
$870 ﹤0.01%
+64
1299
$866 ﹤0.01%
47
1300
$866 ﹤0.01%
463
50 51
52
53 54