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
HBAN icon
1201
Huntington Bancshares
HBAN
$26.1B
$1.8K ﹤0.01%
104
+30
SNDK
1202
Sandisk
SNDK
$30.1B
$1.79K ﹤0.01%
16
USAU icon
1203
US Gold Corp
USAU
$241M
$1.78K ﹤0.01%
108
+44
UAMY icon
1204
United States Antimony
UAMY
$751M
$1.78K ﹤0.01%
287
+140
FIZZ icon
1205
National Beverage
FIZZ
$3.29B
$1.77K ﹤0.01%
48
PSIX
1206
Power Solutions International
PSIX
$1.26B
$1.77K ﹤0.01%
18
SMR icon
1207
NuScale Power
SMR
$5.35B
$1.76K ﹤0.01%
49
HRTG icon
1208
Heritage Insurance Holdings
HRTG
$872M
$1.76K ﹤0.01%
70
HOLX icon
1209
Hologic
HOLX
$16.7B
$1.75K ﹤0.01%
26
+8
AIRS icon
1210
AirSculpt Technologies
AIRS
$215M
$1.72K ﹤0.01%
214
AXTI icon
1211
AXT Inc
AXTI
$548M
$1.72K ﹤0.01%
382
OUST icon
1212
Ouster
OUST
$1.32B
$1.68K ﹤0.01%
62
MOS icon
1213
The Mosaic Company
MOS
$7.74B
$1.67K ﹤0.01%
48
VTRS icon
1214
Viatris
VTRS
$12.3B
$1.65K ﹤0.01%
166
+1
COMM icon
1215
CommScope
COMM
$4.32B
$1.63K ﹤0.01%
105
AGX icon
1216
Argan
AGX
$4.94B
$1.62K ﹤0.01%
6
+2
AEBI
1217
Aebi Schmidt Holding AG
AEBI
$905M
$1.6K ﹤0.01%
+128
STLA icon
1218
Stellantis
STLA
$31.6B
$1.59K ﹤0.01%
171
IESC icon
1219
IES Holdings
IESC
$8.28B
$1.59K ﹤0.01%
4
+2
WF icon
1220
Woori Financial
WF
$14.5B
$1.57K ﹤0.01%
28
FITB icon
1221
Fifth Third Bancorp
FITB
$28.9B
$1.55K ﹤0.01%
35
+12
RAPP
1222
Rapport Therapeutics
RAPP
$1.29B
$1.49K ﹤0.01%
50
MXL icon
1223
MaxLinear
MXL
$1.45B
$1.48K ﹤0.01%
92
ROL icon
1224
Rollins
ROL
$29.3B
$1.47K ﹤0.01%
25
-9
CFG icon
1225
Citizens Financial Group
CFG
$23.5B
$1.44K ﹤0.01%
27
+10