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
1326
$702 ﹤0.01%
173
1327
$702 ﹤0.01%
46
-51
1328
$699 ﹤0.01%
+15
1329
$693 ﹤0.01%
2
-2
1330
$692 ﹤0.01%
+36
1331
$691 ﹤0.01%
34
1332
$689 ﹤0.01%
333
1333
$686 ﹤0.01%
17
1334
$686 ﹤0.01%
+49
1335
$684 ﹤0.01%
+48
1336
$684 ﹤0.01%
50
1337
$680 ﹤0.01%
7
1338
$674 ﹤0.01%
9
1339
$671 ﹤0.01%
19
1340
$668 ﹤0.01%
77
1341
$666 ﹤0.01%
+12
1342
$665 ﹤0.01%
6
1343
$662 ﹤0.01%
+5
1344
$662 ﹤0.01%
+338
1345
$656 ﹤0.01%
5
+4
1346
$656 ﹤0.01%
+10
1347
$654 ﹤0.01%
10
1348
$653 ﹤0.01%
24
1349
$651 ﹤0.01%
13
+10
1350
$651 ﹤0.01%
4
52 53
54
55 56