RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
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 +$17.2M
2 +$13.6M
3 +$12.9M
4
VTV icon
Vanguard Value ETF
VTV
+$2.66M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.43M

Top Sells

1 +$26.9M
2 +$13.3M
3 +$661K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$602K
5
MU icon
Micron Technology
MU
+$247K

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
$179M
$1.05K ﹤0.01%
82
-1
AMKR icon
1277
Amkor Technology
AMKR
$11.8B
$1.04K ﹤0.01%
37
NHI icon
1278
National Health Investors
NHI
$4B
$1.03K ﹤0.01%
+13
MHK icon
1279
Mohawk Industries
MHK
$7.7B
$1.03K ﹤0.01%
8
+4
SOFI icon
1280
SoFi Technologies
SOFI
$23.5B
$1.03K ﹤0.01%
39
ALLO icon
1281
Allogene Therapeutics
ALLO
$596M
$1.02K ﹤0.01%
+827
KSCP icon
1282
Knightscope
KSCP
$46.8M
$1.02K ﹤0.01%
177
ATKR icon
1283
Atkore
ATKR
$2.18B
$1K ﹤0.01%
16
-8
FG icon
1284
F&G Annuities & Life
FG
$3.07B
$1K ﹤0.01%
+32
TWLO icon
1285
Twilio
TWLO
$18.8B
$1K ﹤0.01%
10
DSGN icon
1286
Design Therapeutics
DSGN
$595M
$979 ﹤0.01%
130
AVY icon
1287
Avery Dennison
AVY
$15.2B
$973 ﹤0.01%
6
XLY icon
1288
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$966 ﹤0.01%
8
-10
DVA icon
1289
DaVita
DVA
$10.3B
$930 ﹤0.01%
7
+4
PSNL icon
1290
Personalis
PSNL
$805M
$926 ﹤0.01%
142
VMEO
1291
DELISTED
Vimeo
VMEO
$922 ﹤0.01%
+119
LFST icon
1292
Lifestance Health
LFST
$2.78B
$913 ﹤0.01%
+166
SRI icon
1293
Stoneridge
SRI
$221M
$907 ﹤0.01%
119
JKHY icon
1294
Jack Henry & Associates
JKHY
$11.7B
$894 ﹤0.01%
6
-3
BEN icon
1295
Franklin Resources
BEN
$13.8B
$879 ﹤0.01%
38
MPAA icon
1296
Motorcar Parts of America
MPAA
$199M
$877 ﹤0.01%
53
KIM icon
1297
Kimco Realty
KIM
$15.9B
$874 ﹤0.01%
40
AMLX icon
1298
Amylyx Pharmaceuticals
AMLX
$1.67B
$870 ﹤0.01%
+64
ARCT icon
1299
Arcturus Therapeutics
ARCT
$234M
$866 ﹤0.01%
47
GRWG icon
1300
GrowGeneration
GRWG
$67.6M
$866 ﹤0.01%
463