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
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Kyndryl
KD
$7.57B
| $2.95K | ﹤0.01% |
+163
| New | +$2.95K |
|
477
Chewy
CHWY
$17.5B
| $2.95K | ﹤0.01% |
+50
| New | +$2.95K |
|
478
Skillz
SKLZ
$114M
| $2.95K | ﹤0.01% |
+20
| New | +$2.95K |
|
479
Dropbox
DBX
$8.06B
| $2.95K | ﹤0.01% |
+120
| New | +$2.95K |
|
480
Palantir
PLTR
$363B
| $2.91K | ﹤0.01% |
+160
| New | +$2.91K |
|
|
FSR
481
DELISTED
Fisker Inc.
FSR
| $2.89K | ﹤0.01% |
+184
| New | +$2.89K |
|
482
Baker Hughes
BKR
$44.9B
| $2.86K | ﹤0.01% |
+119
| New | +$2.86K |
|
483
Aaon
AAON
$6.62B
| $2.8K | ﹤0.01% |
+53
| New | +$2.8K |
|
484
American Express
AXP
$227B
| $2.79K | ﹤0.01% |
+17
| New | +$2.79K |
|
485
Palo Alto Networks
PANW
$130B
| $2.78K | ﹤0.01% |
+30
| New | +$2.78K |
|
486
Waste Connections
WCN
$46.1B
| $2.78K | ﹤0.01% |
+20
| New | +$2.78K |
|
487
Wheels Up
UP
$1.4B
| $2.76K | ﹤0.01% |
+60
| New | +$2.76K |
|
488
Xerox
XRX
$493M
| $2.74K | ﹤0.01% |
+121
| New | +$2.74K |
|
489
iShares MSCI Global Sustainable Development Goals ETF
SDG
$173M
| $2.71K | ﹤0.01% |
+30
| New | +$2.71K |
|
490
Penske Automotive Group
PAG
$12.4B
| $2.69K | ﹤0.01% |
+25
| New | +$2.69K |
|
491
Sea Limited
SE
$113B
| $2.69K | ﹤0.01% |
+12
| New | +$2.69K |
|
492
eBay
EBAY
$42.3B
| $2.67K | ﹤0.01% |
+40
| New | +$2.67K |
|
493
Nuveen ESG Mid-Cap Growth ETF
NUMG
$410M
| $2.67K | ﹤0.01% |
+54
| New | +$2.67K |
|
494
ProShares Short S&P500
SH
$1.24B
| $2.66K | ﹤0.01% |
+49
| New | +$2.66K |
|
495
Electronic Arts
EA
$42.2B
| $2.65K | ﹤0.01% |
+20
| New | +$2.65K |
|
496
Magnite
MGNI
$3.54B
| $2.63K | ﹤0.01% |
+150
| New | +$2.63K |
|
497
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.23B
| $2.62K | ﹤0.01% |
+87
| New | +$2.62K |
|
498
PENN Entertainment
PENN
$2.99B
| $2.59K | ﹤0.01% |
+50
| New | +$2.59K |
|
499
ITT
ITT
$13.3B
| $2.57K | ﹤0.01% |
+25
| New | +$2.57K |
|
500
Devon Energy
DVN
$22.1B
| $2.55K | ﹤0.01% |
+58
| New | +$2.55K |
|