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
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$8.42M
3 +$6.73M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.93M
5
JAAA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$29.5K 0.03%
+346
202
$29.5K 0.03%
+1,604
203
$28.3K 0.03%
+294
204
$28.2K 0.03%
+697
205
$27.6K 0.03%
+82
206
$27.5K 0.03%
+422
207
$27.4K 0.03%
+343
208
$27.1K 0.03%
+3,349
209
$26.9K 0.03%
+601
210
$26.7K 0.03%
+511
211
$26.7K 0.03%
+1,123
212
$26.5K 0.03%
+144
213
$25.9K 0.02%
+215
214
$25.8K 0.02%
+323
215
$25.8K 0.02%
+192
216
$25.5K 0.02%
+221
217
$25.4K 0.02%
+846
218
$25.2K 0.02%
+290
219
$25.2K 0.02%
+276
220
$25.2K 0.02%
+350
221
$24.6K 0.02%
+66
222
$24.5K 0.02%
+444
223
$24.2K 0.02%
+400
224
$23.8K 0.02%
+148
225
$23.8K 0.02%
+665