RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$8.42M
3 +$6.73M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.93M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 6.46%
3 Financials 5.19%
4 Consumer Staples 3.55%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$62K 0.06%
+1,136
127
$61.6K 0.06%
+672
128
$61.5K 0.06%
+297
129
$60.8K 0.06%
+542
130
$60.6K 0.06%
+1,263
131
$59.9K 0.06%
+1,033
132
$59K 0.06%
+3,446
133
$58.2K 0.06%
+671
134
$57.7K 0.06%
+344
135
$57.3K 0.05%
+531
136
$56.2K 0.05%
+902
137
$55.8K 0.05%
+460
138
$53.5K 0.05%
+463
139
$53.5K 0.05%
+456
140
$53.4K 0.05%
+210
141
$52K 0.05%
+254
142
$51.7K 0.05%
+1,004
143
$51.6K 0.05%
+195
144
$50.8K 0.05%
+645
145
$49.7K 0.05%
+989
146
$49.5K 0.05%
+841
147
$49.4K 0.05%
+138
148
$49.4K 0.05%
+574
149
$49.2K 0.05%
+354
150
$48.3K 0.05%
+875