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
176
$85.7K 0.03%
365
+1
177
$85.2K 0.03%
873
+32
178
$85K 0.03%
510
+2
179
$83.8K 0.03%
2,668
-54
180
$83.7K 0.03%
168
+4
181
$82.4K 0.03%
416
+11
182
$82.2K 0.03%
2,314
-317
183
$82K 0.03%
348
+5
184
$81.8K 0.03%
413
+16
185
$81.5K 0.03%
559
+1
186
$80.6K 0.03%
723
+3
187
$80.5K 0.03%
191
+4
188
$79.9K 0.03%
61
+3
189
$79.7K 0.03%
1,635
+36
190
$79.2K 0.03%
744
+6
191
$78.6K 0.03%
320
+8
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$78.4K 0.03%
536
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193
$78.2K 0.03%
827
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194
$77.8K 0.03%
1,724
-191
195
$76.6K 0.03%
626
-71
196
$75.5K 0.03%
315
+14
197
$75.1K 0.03%
758
198
$74.2K 0.03%
811
+9
199
$73.6K 0.03%
773
+23
200
$72.6K 0.03%
1,042
+30
6 7
8
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