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
$121M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
4
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

Sector Composition

1 Technology 6.63%
2 Financials 5.19%
3 Consumer Discretionary 4.55%
4 Consumer Staples 3.15%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$66K 0.05%
+958
127
$66K 0.05%
2,274
+1,403
128
$65K 0.05%
2,718
+29
129
$65K 0.05%
809
130
$65K 0.05%
212
+175
131
$62K 0.05%
722
+63
132
$62K 0.05%
1,064
+2
133
$62K 0.05%
382
+32
134
$61K 0.05%
1,903
-109
135
$60K 0.05%
2,375
-500
136
$56K 0.05%
1,958
-145
137
$55K 0.05%
1,579
-247
138
$55K 0.05%
1,083
139
$55K 0.05%
431
+3
140
$55K 0.05%
500
+3
141
$55K 0.05%
109
+100
142
$54K 0.04%
234
+101
143
$54K 0.04%
325
+260
144
$54K 0.04%
1,718
-89
145
$54K 0.04%
347
+301
146
$54K 0.04%
1,473
+5
147
$53K 0.04%
1,047
+6
148
$52K 0.04%
542
+30
149
$52K 0.04%
1,920
+1,000
150
$52K 0.04%
1,284
+8
4 5
6
7 8