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
CTGO icon
1251
Contango ORE
CTGO
$366M
$1.22K ﹤0.01%
49
SHBI icon
1252
Shore Bancshares
SHBI
$584M
$1.21K ﹤0.01%
74
ALEC icon
1253
Alector
ALEC
$126M
$1.21K ﹤0.01%
407
MBX
1254
MBX Biosciences
MBX
$1.52B
$1.19K ﹤0.01%
68
SYM icon
1255
Symbotic
SYM
$7.64B
$1.19K ﹤0.01%
22
AFRM icon
1256
Affirm
AFRM
$22.2B
$1.17K ﹤0.01%
16
+6
FFWM icon
1257
First Foundation Inc
FFWM
$449M
$1.16K ﹤0.01%
209
+111
CCLD icon
1258
CareCloud
CCLD
$130M
$1.16K ﹤0.01%
360
DOC icon
1259
Healthpeak Properties
DOC
$12.6B
$1.15K ﹤0.01%
60
-87
RDDT icon
1260
Reddit
RDDT
$42.4B
$1.15K ﹤0.01%
5
FFAI
1261
Faraday Future Intelligent Electric
FFAI
$185M
$1.15K ﹤0.01%
884
WTBA icon
1262
West Bancorporation
WTBA
$377M
$1.14K ﹤0.01%
+56
DTIL icon
1263
Precision BioSciences
DTIL
$116M
$1.14K ﹤0.01%
+206
CWH icon
1264
Camping World
CWH
$716M
$1.13K ﹤0.01%
72
+1
CAR icon
1265
Avis
CAR
$4.65B
$1.12K ﹤0.01%
7
PRM icon
1266
Perimeter Solutions
PRM
$4.09B
$1.12K ﹤0.01%
50
VKTX icon
1267
Viking Therapeutics
VKTX
$3.89B
$1.1K ﹤0.01%
42
-150
PLRX icon
1268
Pliant Therapeutics
PLRX
$94M
$1.09K ﹤0.01%
740
UMAC icon
1269
Unusual Machines
UMAC
$332M
$1.09K ﹤0.01%
72
PFS icon
1270
Provident Financial Services
PFS
$2.55B
$1.08K ﹤0.01%
56
XLC icon
1271
State Street Communication Services Select Sector SPDR ETF
XLC
$26.2B
$1.08K ﹤0.01%
9
-26
DNLI icon
1272
Denali Therapeutics
DNLI
$2.66B
$1.07K ﹤0.01%
74
EOSE icon
1273
Eos Energy Enterprises
EOSE
$4.25B
$1.07K ﹤0.01%
94
BKU icon
1274
Bankunited
BKU
$3.32B
$1.07K ﹤0.01%
28
BCBP icon
1275
BCB Bancorp
BCBP
$138M
$1.06K ﹤0.01%
+122