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
HYLN icon
1451
Hyliion Holdings
HYLN
$372M
$408 ﹤0.01%
309
-235
ENPH icon
1452
Enphase Energy
ENPH
$3.95B
$397 ﹤0.01%
10
-8
GYRE icon
1453
Gyre Therapeutics
GYRE
$655M
$397 ﹤0.01%
+54
HCAT icon
1454
Health Catalyst
HCAT
$199M
$381 ﹤0.01%
101
-101
EMBC icon
1455
Embecta
EMBC
$807M
$378 ﹤0.01%
+39
UL icon
1456
Unilever
UL
$151B
$376 ﹤0.01%
6
+4
OXY.WS icon
1457
Occidental Petroleum Corp Warrants
OXY.WS
$18.3B
$373 ﹤0.01%
+18
KRRO icon
1458
Korro Bio
KRRO
$318M
$362 ﹤0.01%
+29
SHG icon
1459
Shinhan Financial Group
SHG
$25.6B
$359 ﹤0.01%
8
+6
FLGT icon
1460
Fulgent Genetics
FLGT
$807M
$358 ﹤0.01%
18
GSK icon
1461
GSK
GSK
$93.7B
$357 ﹤0.01%
9
+7
TDOC icon
1462
Teladoc Health
TDOC
$1.34B
$348 ﹤0.01%
40
-150
ORGN icon
1463
Origin Materials
ORGN
$79.9M
$345 ﹤0.01%
713
-1,040
AVT icon
1464
Avnet
AVT
$3.84B
$342 ﹤0.01%
6
NUKK icon
1465
Nukkleus
NUKK
$80.8M
$328 ﹤0.01%
+30
UAMY icon
1466
United States Antimony
UAMY
$1.16B
$320 ﹤0.01%
+147
BP icon
1467
BP
BP
$93.6B
$307 ﹤0.01%
10
-628
CGC
1468
Canopy Growth
CGC
$365M
$292 ﹤0.01%
239
SH icon
1469
ProShares Short S&P500
SH
$1.2B
$284 ﹤0.01%
7
RDFN
1470
DELISTED
Redfin
RDFN
$280 ﹤0.01%
25
Z icon
1471
Zillow
Z
$17.7B
$280 ﹤0.01%
4
-35
TM icon
1472
Toyota
TM
$263B
$278 ﹤0.01%
2
XLU icon
1473
Utilities Select Sector SPDR Fund
XLU
$22B
$248 ﹤0.01%
3
+2
LEG icon
1474
Leggett & Platt
LEG
$1.19B
$242 ﹤0.01%
27
TECK icon
1475
Teck Resources
TECK
$20.1B
$242 ﹤0.01%
+6