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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NXRT
951
NexPoint Residential Trust
NXRT
$798M
$10.8K ﹤0.01%
324
+5
SLGN icon
952
Silgan Holdings
SLGN
$4.04B
$10.8K ﹤0.01%
199
+1
ZBRA icon
953
Zebra Technologies
ZBRA
$13.1B
$10.8K ﹤0.01%
35
AKAM icon
954
Akamai
AKAM
$12.1B
$10.8K ﹤0.01%
135
PSN icon
955
Parsons
PSN
$9.15B
$10.8K ﹤0.01%
150
AWR icon
956
American States Water
AWR
$2.9B
$10.7K ﹤0.01%
140
CWT icon
957
California Water Service
CWT
$2.78B
$10.7K ﹤0.01%
236
+2
BOOT icon
958
Boot Barn
BOOT
$5.69B
$10.6K ﹤0.01%
70
IRTC icon
959
iRhythm Technologies
IRTC
$5.63B
$10.6K ﹤0.01%
69
CLX icon
960
Clorox
CLX
$13.1B
$10.6K ﹤0.01%
88
+4
MDGL icon
961
Madrigal Pharmaceuticals
MDGL
$11.1B
$10.6K ﹤0.01%
35
-1
JHG icon
962
Janus Henderson
JHG
$6.79B
$10.6K ﹤0.01%
273
+3
CPK icon
963
Chesapeake Utilities
CPK
$3.21B
$10.6K ﹤0.01%
88
PRMB
964
Primo Brands
PRMB
$5.35B
$10.6K ﹤0.01%
357
VAC icon
965
Marriott Vacations Worldwide
VAC
$1.63B
$10.6K ﹤0.01%
146
+2
AHH
966
Armada Hoffler Properties
AHH
$511M
$10.5K ﹤0.01%
1,531
DECK icon
967
Deckers Outdoor
DECK
$11.9B
$10.5K ﹤0.01%
102
-10
TRMB icon
968
Trimble
TRMB
$18.8B
$10.5K ﹤0.01%
138
-19
HOG icon
969
Harley-Davidson
HOG
$3.02B
$10.5K ﹤0.01%
444
+3
DDOG icon
970
Datadog
DDOG
$66.7B
$10.5K ﹤0.01%
78
-26
PINS icon
971
Pinterest
PINS
$18.3B
$10.5K ﹤0.01%
292
-85
MSM icon
972
MSC Industrial Direct
MSM
$4.91B
$10.5K ﹤0.01%
123
+1
MELI icon
973
Mercado Libre
MELI
$107B
$10.5K ﹤0.01%
4
TGTX icon
974
TG Therapeutics
TGTX
$5.12B
$10.4K ﹤0.01%
290
GMRE
975
Global Medical REIT
GMRE
$434M
$10.4K ﹤0.01%
301
+8