RA
Rise Advisors Portfolio holdings
AUM
$284M
1-Year Est. Return
14.39%
This Fund
S&P 500
1 Year Est. Return
+14.39%
AUM
$280M
AUM Growth
+$1.52M
(+0.55%)
Holding
1,528
Top Buys
| 1 | +$29.5M | |
| 2 | +$16.6M | |
| 3 | +$8.02M | |
| 4 |
Vanguard Core Bond ETF
VCRB
|
+$5.07M |
| 5 |
Vanguard Growth ETF
VUG
|
+$4.77M |
Top Sells
| 1 | +$15.4M | |
| 2 | +$13.2M | |
| 3 | +$5.7M | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$5.65M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$322K |
Sector Composition
| 1 | Technology | 6.51% |
| 2 | Financials | 3.65% |
| 3 | Consumer Discretionary | 2.04% |
| 4 | Communication Services | 1.69% |
| 5 | Healthcare | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1526
CSX Corp
CSX
$79.5B
| – | – |
-2,314
|
|
||
1527
Contango Silver & Gold Inc.
CTGO
$664M
| – | – |
-49
|
|
||
1528
Custom Truck One Source
CTOS
$1.64B
| – | – |
-200
|
|