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
DH icon
1326
Definitive Healthcare
DH
$251M
$702 ﹤0.01%
173
VSH icon
1327
Vishay Intertechnology
VSH
$2.42B
$702 ﹤0.01%
46
-51
LENZ
1328
LENZ Therapeutics
LENZ
$568M
$699 ﹤0.01%
+15
SNA icon
1329
Snap-on
SNA
$18.9B
$693 ﹤0.01%
2
-2
ORKA
1330
Oruka Therapeutics
ORKA
$1.57B
$692 ﹤0.01%
+36
COHU icon
1331
Cohu
COHU
$1.36B
$691 ﹤0.01%
34
ANVS icon
1332
Annovis Bio
ANVS
$84.8M
$689 ﹤0.01%
333
LNC icon
1333
Lincoln National
LNC
$7.89B
$686 ﹤0.01%
17
TYRA icon
1334
Tyra Biosciences
TYRA
$1.55B
$686 ﹤0.01%
+49
EYPT icon
1335
EyePoint Inc
EYPT
$1.31B
$684 ﹤0.01%
+48
MED icon
1336
Medifast
MED
$130M
$684 ﹤0.01%
50
LMB icon
1337
Limbach Holdings
LMB
$1.01B
$680 ﹤0.01%
7
TBBK icon
1338
The Bancorp
TBBK
$3.09B
$674 ﹤0.01%
9
MTCH icon
1339
Match Group
MTCH
$7.46B
$671 ﹤0.01%
19
STRO icon
1340
Sutro Biopharma
STRO
$111M
$668 ﹤0.01%
77
MPTI icon
1341
M-tron Industries
MPTI
$186M
$666 ﹤0.01%
+12
PNR icon
1342
Pentair
PNR
$17.5B
$665 ﹤0.01%
6
CHRW icon
1343
C.H. Robinson
CHRW
$20.7B
$662 ﹤0.01%
+5
GEVO icon
1344
Gevo
GEVO
$489M
$662 ﹤0.01%
+338
EXPD icon
1345
Expeditors International
EXPD
$21.9B
$656 ﹤0.01%
5
+4
TPC
1346
Tutor Perini Cor
TPC
$3.96B
$656 ﹤0.01%
+10
CUBI icon
1347
Customers Bancorp
CUBI
$2.69B
$654 ﹤0.01%
10
IDYA icon
1348
IDEAYA Biosciences
IDYA
$3.16B
$653 ﹤0.01%
24
FHI icon
1349
Federated Hermes
FHI
$4.14B
$651 ﹤0.01%
13
+10
IEX icon
1350
IDEX
IEX
$14.6B
$651 ﹤0.01%
4