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
PTCT icon
926
PTC Therapeutics
PTCT
$6.3B
$11.3K ﹤0.01%
184
TRMB icon
927
Trimble
TRMB
$19.6B
$11.3K ﹤0.01%
138
TROW icon
928
T. Rowe Price
TROW
$22.4B
$11.3K ﹤0.01%
110
-76
FLO icon
929
Flowers Foods
FLO
$2.26B
$11.3K ﹤0.01%
863
+15
DECK icon
930
Deckers Outdoor
DECK
$13.4B
$11.3K ﹤0.01%
111
+9
DX
931
Dynex Capital
DX
$2.03B
$11.2K ﹤0.01%
915
MOG.A icon
932
Moog Inc Class A
MOG.A
$7.24B
$11.2K ﹤0.01%
54
CARG icon
933
CarGurus
CARG
$3.39B
$11.2K ﹤0.01%
301
STEP icon
934
StepStone Group
STEP
$4.85B
$11.2K ﹤0.01%
171
VIAV icon
935
Viavi Solutions
VIAV
$3.92B
$11.2K ﹤0.01%
879
FUL icon
936
H.B. Fuller
FUL
$3.16B
$11.1K ﹤0.01%
188
GPK icon
937
Graphic Packaging
GPK
$4.81B
$11.1K ﹤0.01%
568
+3
SMG icon
938
ScottsMiracle-Gro
SMG
$3.22B
$11.1K ﹤0.01%
195
+2
GAP
939
The Gap Inc
GAP
$9.99B
$11.1K ﹤0.01%
518
+4
LAND
940
Gladstone Land Corp
LAND
$341M
$11K ﹤0.01%
1,202
WHR icon
941
Whirlpool
WHR
$4.47B
$11K ﹤0.01%
140
-12
CROX icon
942
Crocs
CROX
$4.43B
$10.9K ﹤0.01%
131
CWT icon
943
California Water Service
CWT
$2.67B
$10.9K ﹤0.01%
237
+1
XRAY icon
944
Dentsply Sirona
XRAY
$2.22B
$10.8K ﹤0.01%
854
KEY icon
945
KeyCorp
KEY
$20B
$10.8K ﹤0.01%
578
+27
EAT icon
946
Brinker International
EAT
$6.62B
$10.8K ﹤0.01%
85
GOOD
947
Gladstone Commercial Corp
GOOD
$520M
$10.8K ﹤0.01%
873
-35
RMR icon
948
The RMR Group
RMR
$260M
$10.7K ﹤0.01%
683
WY icon
949
Weyerhaeuser
WY
$15.8B
$10.7K ﹤0.01%
433
+3
RVTY icon
950
Revvity
RVTY
$11.6B
$10.7K ﹤0.01%
123
+1