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
151
$50K 0.04%
740
+1
152
$50K 0.04%
595
+2
153
$49K 0.04%
371
+42
154
$49K 0.04%
1,117
+7
155
$49K 0.04%
192
-5
156
$49K 0.04%
610
+486
157
$48K 0.04%
58
158
$47K 0.04%
3,748
+1,132
159
$46K 0.04%
750
+2
160
$45K 0.04%
310
+50
161
$45K 0.04%
+406
162
$45K 0.04%
555
+2
163
$44K 0.04%
264
164
$44K 0.04%
739
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165
$43K 0.04%
470
+3
166
$43K 0.04%
802
-5
167
$43K 0.04%
608
+2
168
$43K 0.04%
537
+2
169
$42K 0.03%
412
+1
170
$42K 0.03%
+600
171
$41K 0.03%
139
+1
172
$40K 0.03%
586
-91
173
$39K 0.03%
812
-352
174
$39K 0.03%
2,294
+390
175
$39K 0.03%
1,237
5 6
7
8 9