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
1451
$370 ﹤0.01%
24
1452
$368 ﹤0.01%
+19
1453
$367 ﹤0.01%
5
1454
$365 ﹤0.01%
11
+1
1455
$341 ﹤0.01%
50
1456
$339 ﹤0.01%
6
1457
$323 ﹤0.01%
+106
1458
$322 ﹤0.01%
4
-6
1459
$309 ﹤0.01%
40
1460
$309 ﹤0.01%
2
1461
$308 ﹤0.01%
4
1462
$276 ﹤0.01%
4
1463
$271 ﹤0.01%
7
1464
$258 ﹤0.01%
215
1465
$257 ﹤0.01%
3
1466
$242 ﹤0.01%
27
1467
$224 ﹤0.01%
80
1468
$206 ﹤0.01%
3
1469
$198 ﹤0.01%
10
1470
$170 ﹤0.01%
3
1471
$168 ﹤0.01%
4
1472
$163 ﹤0.01%
4
1473
$162 ﹤0.01%
2
1474
$162 ﹤0.01%
2
-16
1475
$161 ﹤0.01%
3
57 58
59
60 61