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
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14M
3 +$13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.74M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1 +$27.1M
2 +$13.6M
3 +$707K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$603K
5
MU icon
Micron Technology
MU
+$323K

Sector Composition

1 Technology 8.61%
2 Financials 5.25%
3 Consumer Discretionary 3.24%
4 Industrials 2.87%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BMRN icon
476
BioMarin Pharmaceuticals
BMRN
$10.4B
$23.8K 0.01%
439
+9
SYY icon
477
Sysco
SYY
$35.6B
$23.7K 0.01%
288
+8
CLH icon
478
Clean Harbors
CLH
$12.8B
$23.7K 0.01%
102
GBCI icon
479
Glacier Bancorp
GBCI
$5.53B
$23.7K 0.01%
486
BJ icon
480
BJs Wholesale Club
BJ
$11.9B
$23.6K 0.01%
253
MLM icon
481
Martin Marietta Materials
MLM
$36.7B
$23.5K 0.01%
37
+1
HLI icon
482
Houlihan Lokey
HLI
$12.3B
$23.5K 0.01%
115
+1
BRT
483
BRT Apartments
BRT
$276M
$23.5K 0.01%
1,503
+23
FBNC icon
484
First Bancorp
FBNC
$2.1B
$23.5K 0.01%
445
LSCC icon
485
Lattice Semiconductor
LSCC
$9.77B
$23.5K 0.01%
321
-20
KHC icon
486
Kraft Heinz
KHC
$29.5B
$23.5K 0.01%
904
+9
NDAQ icon
487
Nasdaq
NDAQ
$50.5B
$23.5K 0.01%
266
+6
SF icon
488
Stifel
SF
$12.2B
$23.5K 0.01%
207
ACGL icon
489
Arch Capital
ACGL
$33.6B
$23.5K 0.01%
259
+19
FHN icon
490
First Horizon
FHN
$11B
$23.5K 0.01%
1,040
+8
HWC icon
491
Hancock Whitney
HWC
$5.15B
$23.5K 0.01%
375
+3
AFG icon
492
American Financial Group
AFG
$11.1B
$23.4K 0.01%
161
+1
FCFS icon
493
FirstCash
FCFS
$7.09B
$23.4K 0.01%
148
+1
PPG icon
494
PPG Industries
PPG
$22.5B
$23.4K 0.01%
222
-100
DD icon
495
DuPont de Nemours
DD
$16.6B
$23.3K 0.01%
717
+19
MMS icon
496
Maximus
MMS
$4.71B
$23.3K 0.01%
255
+1
NUE icon
497
Nucor
NUE
$36.9B
$23.3K 0.01%
172
+10
BIIB icon
498
Biogen
BIIB
$26.4B
$23.3K 0.01%
166
+18
SIGI icon
499
Selective Insurance
SIGI
$4.75B
$23.2K 0.01%
286
+7
FIS icon
500
Fidelity National Information Services
FIS
$34.6B
$23.2K 0.01%
351
+8