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
CWAN icon
1101
Clearwater Analytics
CWAN
$7.09B
$7.85K ﹤0.01%
358
WHD icon
1102
Cactus
WHD
$3.16B
$7.83K ﹤0.01%
179
CPRI icon
1103
Capri Holdings
CPRI
$2.96B
$7.82K ﹤0.01%
442
CVCO icon
1104
Cavco Industries
CVCO
$4.71B
$7.82K ﹤0.01%
18
ALRM icon
1105
Alarm.com
ALRM
$2.59B
$7.81K ﹤0.01%
138
BG icon
1106
Bunge Global
BG
$17.1B
$7.81K ﹤0.01%
97
-228
PK icon
1107
Park Hotels & Resorts
PK
$2.17B
$7.8K ﹤0.01%
763
-61
ICUI icon
1108
ICU Medical
ICUI
$3.63B
$7.8K ﹤0.01%
59
PRVA icon
1109
Privia Health
PRVA
$2.91B
$7.77K ﹤0.01%
338
UAA icon
1110
Under Armour
UAA
$1.96B
$7.76K ﹤0.01%
1,136
KMX icon
1111
CarMax
KMX
$5.56B
$7.73K ﹤0.01%
115
ACHC icon
1112
Acadia Healthcare
ACHC
$1.29B
$7.71K ﹤0.01%
340
THS icon
1113
Treehouse Foods
THS
$1.2B
$7.71K ﹤0.01%
397
SWK icon
1114
Stanley Black & Decker
SWK
$11.6B
$7.69K ﹤0.01%
114
+2
YETI icon
1115
Yeti Holdings
YETI
$3.51B
$7.66K ﹤0.01%
243
HI icon
1116
Hillenbrand
HI
$2.23B
$7.63K ﹤0.01%
380
+4
ALIT icon
1117
Alight
ALIT
$1.03B
$7.57K ﹤0.01%
1,337
ENOV icon
1118
Enovis
ENOV
$1.54B
$7.56K ﹤0.01%
241
FRSH icon
1119
Freshworks
FRSH
$3.47B
$7.53K ﹤0.01%
505
CC icon
1120
Chemours
CC
$1.8B
$7.52K ﹤0.01%
657
+19
FTV icon
1121
Fortive
FTV
$17.6B
$7.47K ﹤0.01%
143
-65
NVR icon
1122
NVR
NVR
$20.2B
$7.39K ﹤0.01%
1
RH icon
1123
RH
RH
$3.44B
$7.37K ﹤0.01%
39
SATS icon
1124
EchoStar
SATS
$30.8B
$7.34K ﹤0.01%
265
ERIE icon
1125
Erie Indemnity
ERIE
$14.9B
$7.24K ﹤0.01%
21