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
AMSC icon
1226
American Superconductor
AMSC
$1.53B
$1.43K ﹤0.01%
24
INVH icon
1227
Invitation Homes
INVH
$17B
$1.41K ﹤0.01%
48
+16
MLYS icon
1228
Mineralys Therapeutics
MLYS
$2.59B
$1.4K ﹤0.01%
37
-25
CMS icon
1229
CMS Energy
CMS
$21.8B
$1.39K ﹤0.01%
19
WDFC icon
1230
WD-40
WDFC
$2.76B
$1.38K ﹤0.01%
+7
XYZ
1231
Block Inc
XYZ
$40.1B
$1.37K ﹤0.01%
+19
SNOW icon
1232
Snowflake
SNOW
$72B
$1.35K ﹤0.01%
6
STAA icon
1233
STAAR Surgical
STAA
$1.04B
$1.34K ﹤0.01%
50
LOB icon
1234
Live Oak Bancshares
LOB
$1.72B
$1.34K ﹤0.01%
38
CTRA icon
1235
Coterra Energy
CTRA
$19.6B
$1.33K ﹤0.01%
56
TXG icon
1236
10x Genomics
TXG
$2.6B
$1.33K ﹤0.01%
114
BBMC icon
1237
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.93B
$1.31K ﹤0.01%
13
ALHC icon
1238
Alignment Healthcare
ALHC
$4.5B
$1.31K ﹤0.01%
+75
AIZ icon
1239
Assurant
AIZ
$11.7B
$1.3K ﹤0.01%
6
+3
FFIV icon
1240
F5
FFIV
$15.6B
$1.29K ﹤0.01%
4
+2
TTWO icon
1241
Take-Two Interactive
TTWO
$44.4B
$1.29K ﹤0.01%
5
+2
CTOS icon
1242
Custom Truck One Source
CTOS
$1.42B
$1.28K ﹤0.01%
200
CRBU icon
1243
Caribou Biosciences
CRBU
$136M
$1.28K ﹤0.01%
548
DIOD icon
1244
Diodes
DIOD
$2.64B
$1.28K ﹤0.01%
24
UCTT
1245
Ultra Clean Holdings
UCTT
$1.99B
$1.25K ﹤0.01%
46
OMC icon
1246
Omnicom Group
OMC
$25.1B
$1.24K ﹤0.01%
15
ALLE icon
1247
Allegion
ALLE
$14.2B
$1.24K ﹤0.01%
7
+3
ENPH icon
1248
Enphase Energy
ENPH
$4.58B
$1.24K ﹤0.01%
35
+25
OZK icon
1249
Bank OZK
OZK
$5.43B
$1.24K ﹤0.01%
24
LRMR icon
1250
Larimar Therapeutics
LRMR
$260M
$1.23K ﹤0.01%
381
+148