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
IJJ icon
1176
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.87B
$2.46K ﹤0.01%
19
LMND icon
1177
Lemonade
LMND
$5.39B
$2.46K ﹤0.01%
46
BDTX icon
1178
Black Diamond Therapeutics
BDTX
$197M
$2.45K ﹤0.01%
646
PENG
1179
Penguin Solutions Inc
PENG
$1.1B
$2.44K ﹤0.01%
93
POWL icon
1180
Powell Industries
POWL
$3.9B
$2.44K ﹤0.01%
8
+2
ORN icon
1181
Orion Group Holdings
ORN
$396M
$2.4K ﹤0.01%
288
QUIK icon
1182
QuickLogic
QUIK
$102M
$2.38K ﹤0.01%
392
PPL icon
1183
PPL Corp
PPL
$26.1B
$2.3K ﹤0.01%
62
+14
ATO icon
1184
Atmos Energy
ATO
$27.5B
$2.22K ﹤0.01%
13
+3
UEC icon
1185
Uranium Energy
UEC
$5.81B
$2.21K ﹤0.01%
166
+61
KOPN icon
1186
Kopin
KOPN
$402M
$2.2K ﹤0.01%
906
ACLS icon
1187
Axcelis
ACLS
$2.56B
$2.15K ﹤0.01%
22
SGMT icon
1188
Sagimet Biosciences
SGMT
$198M
$2.1K ﹤0.01%
306
RAL
1189
Ralliant Corp
RAL
$5.5B
$2.06K ﹤0.01%
+47
ACMR icon
1190
ACM Research
ACMR
$2.13B
$2.04K ﹤0.01%
52
INDI icon
1191
indie Semiconductor
INDI
$776M
$2K ﹤0.01%
492
OGN icon
1192
Organon & Co
OGN
$1.95B
$1.99K ﹤0.01%
186
PI icon
1193
Impinj
PI
$5.06B
$1.99K ﹤0.01%
11
CVNA icon
1194
Carvana
CVNA
$54B
$1.89K ﹤0.01%
5
+1
MRAM icon
1195
Everspin Technologies
MRAM
$187M
$1.88K ﹤0.01%
202
ACHR icon
1196
Archer Aviation
ACHR
$5.62B
$1.86K ﹤0.01%
194
ASPI icon
1197
ASP Isotopes
ASPI
$618M
$1.86K ﹤0.01%
193
UHS icon
1198
Universal Health Services
UHS
$14.9B
$1.84K ﹤0.01%
9
+6
IVVD icon
1199
Invivyd
IVVD
$598M
$1.82K ﹤0.01%
1,652
MASS icon
1200
908 Devices
MASS
$220M
$1.81K ﹤0.01%
207