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
MIDD icon
726
Middleby
MIDD
$7.48B
$15.6K 0.01%
117
FTDR icon
727
Frontdoor
FTDR
$4.31B
$15.5K 0.01%
231
OGE icon
728
OGE Energy
OGE
$9B
$15.5K 0.01%
335
+3
CUBE icon
729
CubeSmart
CUBE
$9.03B
$15.5K 0.01%
381
-8
NTRS icon
730
Northern Trust
NTRS
$27.5B
$15.5K 0.01%
115
+4
SW
731
Smurfit Westrock
SW
$22.3B
$15.4K 0.01%
363
+10
BLKB icon
732
Blackbaud
BLKB
$2.65B
$15.4K 0.01%
240
COKE icon
733
Coca-Cola Consolidated
COKE
$10.1B
$15.4K 0.01%
132
+1
CRUS icon
734
Cirrus Logic
CRUS
$6.29B
$15.4K 0.01%
123
HAL icon
735
Halliburton
HAL
$27.4B
$15.4K 0.01%
626
+47
UPST icon
736
Upstart Holdings
UPST
$4.68B
$15.4K 0.01%
303
SCCO icon
737
Southern Copper
SCCO
$148B
$15.4K 0.01%
128
+1
DBRG icon
738
DigitalBridge
DBRG
$2.81B
$15.4K 0.01%
1,312
+1
APTV icon
739
Aptiv
APTV
$17B
$15.3K 0.01%
178
+6
VICI icon
740
VICI Properties
VICI
$31B
$15.3K 0.01%
470
+30
GH icon
741
Guardant Health
GH
$14.6B
$15.3K 0.01%
245
LFUS icon
742
Littelfuse
LFUS
$7.4B
$15.3K 0.01%
59
ROAD icon
743
Construction Partners
ROAD
$6.47B
$15.2K 0.01%
120
KBR icon
744
KBR
KBR
$5.67B
$15.2K 0.01%
322
+1
ESE icon
745
ESCO Technologies
ESE
$5.66B
$15.2K 0.01%
72
AEE icon
746
Ameren
AEE
$28.1B
$15.2K 0.01%
146
+6
TYL icon
747
Tyler Technologies
TYL
$18.9B
$15.2K 0.01%
29
-7
CBSH icon
748
Commerce Bancshares
CBSH
$8.09B
$15.2K 0.01%
267
+1
CDP icon
749
COPT Defense Properties
CDP
$3.49B
$15.2K 0.01%
522
+6
ISTB icon
750
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.71B
$15.2K 0.01%
310
+3