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
EAF icon
1276
GrafTech
EAF
$394M
$1.05K ﹤0.01%
82
-1
AMKR icon
1277
Amkor Technology
AMKR
$10.1B
$1.04K ﹤0.01%
37
NHI icon
1278
National Health Investors
NHI
$3.74B
$1.03K ﹤0.01%
+13
MHK icon
1279
Mohawk Industries
MHK
$7.14B
$1.03K ﹤0.01%
8
+4
SOFI icon
1280
SoFi Technologies
SOFI
$35.9B
$1.03K ﹤0.01%
39
ALLO icon
1281
Allogene Therapeutics
ALLO
$301M
$1.02K ﹤0.01%
+827
KSCP icon
1282
Knightscope
KSCP
$51.7M
$1.02K ﹤0.01%
177
ATKR icon
1283
Atkore
ATKR
$2.2B
$1K ﹤0.01%
16
-8
FG icon
1284
F&G Annuities & Life
FG
$4.33B
$1K ﹤0.01%
+32
TWLO icon
1285
Twilio
TWLO
$19.8B
$1K ﹤0.01%
10
DSGN icon
1286
Design Therapeutics
DSGN
$514M
$979 ﹤0.01%
130
AVY icon
1287
Avery Dennison
AVY
$13.4B
$973 ﹤0.01%
6
XLY icon
1288
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.3B
$966 ﹤0.01%
4
-5
DVA icon
1289
DaVita
DVA
$8.42B
$930 ﹤0.01%
7
+4
PSNL icon
1290
Personalis
PSNL
$894M
$926 ﹤0.01%
142
VMEO
1291
DELISTED
Vimeo
VMEO
$922 ﹤0.01%
+119
LFST icon
1292
Lifestance Health
LFST
$2.48B
$913 ﹤0.01%
+166
SRI icon
1293
Stoneridge
SRI
$163M
$907 ﹤0.01%
119
JKHY icon
1294
Jack Henry & Associates
JKHY
$12.5B
$894 ﹤0.01%
6
-3
BEN icon
1295
Franklin Resources
BEN
$11.7B
$879 ﹤0.01%
38
MPAA icon
1296
Motorcar Parts of America
MPAA
$250M
$877 ﹤0.01%
53
KIM icon
1297
Kimco Realty
KIM
$13.8B
$874 ﹤0.01%
40
AMLX icon
1298
Amylyx Pharmaceuticals
AMLX
$1.52B
$870 ﹤0.01%
+64
ARCT icon
1299
Arcturus Therapeutics
ARCT
$176M
$866 ﹤0.01%
47
GRWG icon
1300
GrowGeneration
GRWG
$88.6M
$866 ﹤0.01%
463