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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FCPT icon
1426
Four Corners Property Trust
FCPT
$2.48B
$484 ﹤0.01%
+18
EOSE icon
1427
Eos Energy Enterprises
EOSE
$3.9B
$481 ﹤0.01%
+94
KRE icon
1428
State Street SPDR S&P Regional Banking ETF
KRE
$4.06B
$478 ﹤0.01%
+8
SERA icon
1429
Sera Prognostics
SERA
$139M
$476 ﹤0.01%
+172
KB icon
1430
KB Financial Group
KB
$31.5B
$474 ﹤0.01%
6
+3
MSBI icon
1431
Midland States Bancorp
MSBI
$460M
$468 ﹤0.01%
+27
ERAS icon
1432
Erasca
ERAS
$973M
$464 ﹤0.01%
+365
KINS icon
1433
Kingstone Companies
KINS
$246M
$462 ﹤0.01%
+30
DBC icon
1434
Invesco DB Commodity Index Tracking Fund
DBC
$1.24B
$460 ﹤0.01%
21
AOS icon
1435
A.O. Smith
AOS
$9.46B
$459 ﹤0.01%
7
LOVE icon
1436
LoveSac
LOVE
$218M
$455 ﹤0.01%
+25
HELE icon
1437
Helen of Troy
HELE
$470M
$454 ﹤0.01%
+16
MAS icon
1438
Masco
MAS
$13.4B
$451 ﹤0.01%
7
AMR icon
1439
Alpha Metallurgical Resources
AMR
$2.67B
$450 ﹤0.01%
+4
ULBI icon
1440
Ultralife
ULBI
$98.4M
$449 ﹤0.01%
50
MHO icon
1441
M/I Homes
MHO
$3.37B
$448 ﹤0.01%
4
-4
BEAM icon
1442
Beam Therapeutics
BEAM
$2.86B
$442 ﹤0.01%
+26
DSGN icon
1443
Design Therapeutics
DSGN
$555M
$438 ﹤0.01%
+130
GRWG icon
1444
GrowGeneration
GRWG
$97.5M
$433 ﹤0.01%
+463
JBHT icon
1445
JB Hunt Transport Services
JBHT
$18.9B
$431 ﹤0.01%
3
NDSN icon
1446
Nordson
NDSN
$13.6B
$429 ﹤0.01%
2
DVA icon
1447
DaVita
DVA
$8.08B
$427 ﹤0.01%
3
SAFT icon
1448
Safety Insurance
SAFT
$1.18B
$425 ﹤0.01%
5
UWMC icon
1449
UWM Holdings
UWMC
$1.25B
$422 ﹤0.01%
+102
MHK icon
1450
Mohawk Industries
MHK
$6.8B
$419 ﹤0.01%
4
-4