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
VVV icon
901
Valvoline
VVV
$4.01B
$11.8K ﹤0.01%
328
LEA icon
902
Lear
LEA
$6.28B
$11.8K ﹤0.01%
117
ELME
903
Elme Communities
ELME
$272M
$11.8K ﹤0.01%
698
+8
RDNT icon
904
RadNet
RDNT
$5.49B
$11.7K ﹤0.01%
154
MORN icon
905
Morningstar
MORN
$8.8B
$11.7K ﹤0.01%
51
+1
NTCT icon
906
NETSCOUT
NTCT
$1.96B
$11.7K ﹤0.01%
454
KRYS icon
907
Krystal Biotech
KRYS
$8.27B
$11.7K ﹤0.01%
66
IPG
908
DELISTED
Interpublic Group of Companies
IPG
$11.6K ﹤0.01%
416
BOOT icon
909
Boot Barn
BOOT
$5.87B
$11.6K ﹤0.01%
70
ACIW icon
910
ACI Worldwide
ACIW
$4.43B
$11.6K ﹤0.01%
219
DDOG icon
911
Datadog
DDOG
$41.7B
$11.5K ﹤0.01%
81
+3
NPO icon
912
Enpro
NPO
$5.13B
$11.5K ﹤0.01%
51
LUMN icon
913
Lumen
LUMN
$8.67B
$11.5K ﹤0.01%
1,883
SM icon
914
SM Energy
SM
$2.09B
$11.5K ﹤0.01%
461
+41
SJM icon
915
J.M. Smucker
SJM
$10.9B
$11.5K ﹤0.01%
106
-8
VNOM icon
916
Viper Energy
VNOM
$6.22B
$11.5K ﹤0.01%
+301
HXL icon
917
Hexcel
HXL
$6.57B
$11.5K ﹤0.01%
183
ALB icon
918
Albemarle
ALB
$19.2B
$11.5K ﹤0.01%
141
MSM icon
919
MSC Industrial Direct
MSM
$4.73B
$11.4K ﹤0.01%
124
+1
NVST icon
920
Envista
NVST
$4.15B
$11.4K ﹤0.01%
561
ZS icon
921
Zscaler
ZS
$34.1B
$11.4K ﹤0.01%
38
CWK icon
922
Cushman & Wakefield Ltd
CWK
$3.98B
$11.4K ﹤0.01%
715
GPI icon
923
Group 1 Automotive
GPI
$4.99B
$11.4K ﹤0.01%
26
BATRK icon
924
Atlanta Braves Holdings Series B
BATRK
$2.52B
$11.4K ﹤0.01%
273
TSN icon
925
Tyson Foods
TSN
$21.2B
$11.3K ﹤0.01%
208
+2