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
201
$30K 0.02%
621
+4
202
$30K 0.02%
1,205
+9
203
$30K 0.02%
1,755
+30
204
$30K 0.02%
872
205
$29K 0.02%
272
206
$29K 0.02%
649
-95
207
$29K 0.02%
261
+1
208
$29K 0.02%
162
+1
209
$29K 0.02%
912
+5
210
$28K 0.02%
941
-10
211
$28K 0.02%
472
+2
212
$28K 0.02%
501
-156
213
$28K 0.02%
453
+3
214
$28K 0.02%
301
215
$27K 0.02%
1,295
+6
216
$26K 0.02%
904
217
$26K 0.02%
+433
218
$24K 0.02%
579
219
$24K 0.02%
128
+1
220
$24K 0.02%
394
+4
221
$24K 0.02%
851
+7
222
$24K 0.02%
255
223
$23K 0.02%
104
-1
224
$23K 0.02%
409
225
$23K 0.02%
682
7 8
9
10 11