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
201
$72.1K 0.03%
219
+8
202
$71.8K 0.03%
100
+3
203
$71.8K 0.03%
4,000
204
$70.3K 0.03%
240
+4
205
$69.4K 0.02%
389
+16
206
$69.1K 0.02%
701
-346
207
$69K 0.02%
1,968
+1,072
208
$68.7K 0.02%
452
+4
209
$67.4K 0.02%
82
210
$66.6K 0.02%
170
+4
211
$65.4K 0.02%
1,289
+3
212
$65.3K 0.02%
1,274
+664
213
$65.3K 0.02%
186
+4
214
$64.7K 0.02%
565
+19
215
$64K 0.02%
538
+187
216
$63.3K 0.02%
243
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217
$62.5K 0.02%
+2,500
218
$62.4K 0.02%
82
+2
219
$61.6K 0.02%
1,345
+13
220
$61.4K 0.02%
80
+3
221
$60.8K 0.02%
722
+30
222
$60.5K 0.02%
2,132
+3
223
$60K 0.02%
92
+1
224
$59.4K 0.02%
220
+4
225
$59.4K 0.02%
863
+1
7 8
9
10 11