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
VRSN icon
826
VeriSign
VRSN
$23.5B
$13.5K ﹤0.01%
48
+2
ESAB icon
827
ESAB
ESAB
$6.69B
$13.5K ﹤0.01%
121
MIR icon
828
Mirion Technologies
MIR
$6.16B
$13.5K ﹤0.01%
579
EFC
829
Ellington Financial
EFC
$1.47B
$13.5K ﹤0.01%
1,037
TNL icon
830
Travel + Leisure Co
TNL
$4.45B
$13.4K ﹤0.01%
226
+2
BIPC icon
831
Brookfield Infrastructure
BIPC
$5.57B
$13.4K ﹤0.01%
325
THO icon
832
Thor Industries
THO
$5.36B
$13.3K ﹤0.01%
129
+1
ST icon
833
Sensata Technologies
ST
$4.75B
$13.3K ﹤0.01%
436
+2
WD icon
834
Walker & Dunlop
WD
$2.17B
$13.3K ﹤0.01%
159
+1
GVA icon
835
Granite Construction
GVA
$4.66B
$13.3K ﹤0.01%
121
M icon
836
Macy's
M
$6B
$13.3K ﹤0.01%
740
+12
LPX icon
837
Louisiana-Pacific
LPX
$5.74B
$13.2K ﹤0.01%
149
APPF icon
838
AppFolio
APPF
$8.4B
$13.2K ﹤0.01%
48
LH icon
839
Labcorp
LH
$22.1B
$13.2K ﹤0.01%
46
+2
ARW icon
840
Arrow Electronics
ARW
$5.6B
$13.2K ﹤0.01%
109
CART icon
841
Maplebear
CART
$11B
$13.2K ﹤0.01%
358
RYAN icon
842
Ryan Specialty Holdings
RYAN
$7.21B
$13.1K ﹤0.01%
233
VNT icon
843
Vontier
VNT
$5.13B
$13.1K ﹤0.01%
312
JBTM
844
JBT Marel
JBTM
$7.38B
$13K ﹤0.01%
93
MC icon
845
Moelis & Co
MC
$4.88B
$13K ﹤0.01%
182
+1
PSKY
846
Paramount Skydance Corp
PSKY
$16.6B
$13K ﹤0.01%
+687
CDW icon
847
CDW
CDW
$18.6B
$13K ﹤0.01%
82
+4
BILL icon
848
BILL Holdings
BILL
$5.05B
$13K ﹤0.01%
245
PJT icon
849
PJT Partners
PJT
$4.1B
$13K ﹤0.01%
73
KAR icon
850
Openlane
KAR
$2.76B
$13K ﹤0.01%
450