RA
Rise Advisors Portfolio holdings
AUM
$252M
1-Year Return
13.63%
This Quarter Return
+3.63%
1 Year Return
+13.63%
3 Year Return
+48.05%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.26%
Holding
650
New
649
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
+$15.7M |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$8.42M |
| 3 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
+$6.73M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$4.93M |
| 5 |
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% |
