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
BOX icon
1051
Box
BOX
$4.37B
$8.68K ﹤0.01%
269
BXMT icon
1052
Blackstone Mortgage Trust
BXMT
$3.28B
$8.66K ﹤0.01%
470
+10
PK icon
1053
Park Hotels & Resorts
PK
$2.11B
$8.64K ﹤0.01%
780
+17
IEF icon
1054
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$8.64K ﹤0.01%
90
-2
PD icon
1055
PagerDuty
PD
$1.08B
$8.62K ﹤0.01%
522
APP icon
1056
Applovin
APP
$221B
$8.62K ﹤0.01%
12
+8
TLH icon
1057
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$8.61K ﹤0.01%
84
-2
SLGN icon
1058
Silgan Holdings
SLGN
$4.14B
$8.61K ﹤0.01%
200
+1
POOL icon
1059
Pool Corp
POOL
$9.12B
$8.6K ﹤0.01%
28
BAX icon
1060
Baxter International
BAX
$9.68B
$8.6K ﹤0.01%
378
+2
COO icon
1061
Cooper Companies
COO
$15.1B
$8.57K ﹤0.01%
125
+7
NSP icon
1062
Insperity
NSP
$1.31B
$8.55K ﹤0.01%
174
+2
PFG icon
1063
Principal Financial Group
PFG
$18.5B
$8.54K ﹤0.01%
103
PLMR icon
1064
Palomar
PLMR
$3.24B
$8.52K ﹤0.01%
73
SWK icon
1065
Stanley Black & Decker
SWK
$11B
$8.52K ﹤0.01%
115
+1
ARE icon
1066
Alexandria Real Estate Equities
ARE
$9.3B
$8.51K ﹤0.01%
102
+7
CSW
1067
CSW Industrials
CSW
$4.63B
$8.5K ﹤0.01%
35
LCII icon
1068
LCI Industries
LCII
$2.83B
$8.49K ﹤0.01%
91
+1
SPSC icon
1069
SPS Commerce
SPSC
$3.1B
$8.44K ﹤0.01%
81
ACHC icon
1070
Acadia Healthcare
ACHC
$1.49B
$8.42K ﹤0.01%
340
PRVA icon
1071
Privia Health
PRVA
$2.95B
$8.42K ﹤0.01%
338
IXG icon
1072
iShares Global Financials ETF
IXG
$623M
$8.39K ﹤0.01%
72
CPB icon
1073
Campbell Soup
CPB
$8.9B
$8.37K ﹤0.01%
265
-14
KNTK icon
1074
Kinetik
KNTK
$2.21B
$8.29K ﹤0.01%
194
MAA icon
1075
Mid-America Apartment Communities
MAA
$15.8B
$8.24K ﹤0.01%
59