RA

Rise Advisors Portfolio holdings

AUM $226M
AUM
$226M
AUM Growth
+$18.4M
Cap. Flow
+$29.3M
Cap. Flow %
12.95%
Top 10 Hldgs %
63.93%
Holding
1,582
New
463
Increased
382
Reduced
582
Closed
80

Top Buys

1
$4.8M
2
$4.32M
3
$4.12M
4
$3.63M
5
$3.41M

Top Sells

1
$2.55M
2
$528K
3
$178K
4
$161K
5
$131K

Sector Composition

1Technology7.61%
2Financials5.8%
3Consumer Discretionary3.39%
4Healthcare2.99%
5Industrials2.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$49.8K0.02%339
-23
-6%
-$3.38K
$49.1K0.02%306
+1
+0.3%
+$161
$49K0.02%263
-135
-34%
-$25.2K
$49K0.02%618
-112
-15%
-$8.87K
$48.6K0.02%208
+133
+177%
+$31.1K
$48.5K0.02%254
+1
+0.4%
+$191
$48.4K0.02%508
+10
+2%
+$952
$48K0.02%1,282
+100
+8%
+$3.74K
$47.7K0.02%456
-57
-11%
-$5.97K
$47.3K0.02%33
+1
+3%
+$1.43K
$46.9K0.02%134
+6
+5%
+$2.1K
$46.6K0.02%497
+67
+16%
+$6.28K
$46.6K0.02%247
+1
+0.4%
+$188
$46.2K0.02%76
+6
+9%
+$3.65K
$46K0.02%421
+78
+23%
+$8.51K
$45.7K0.02%367
+1
+0.3%
+$124
$45.4K0.02%1,024
+9
+0.9%
+$399
$45.1K0.02%562
+9
+2%
+$723
$45.1K0.02%55
+6
+12%
+$4.92K
$44.6K0.02%304
+2
+0.7%
+$293
$44.3K0.02%174
+24
+16%
+$6.1K
$43.9K0.02%264
-26
-9%
-$4.32K
$43.7K0.02%393
+107
+37%
+$11.9K
$43.7K0.02%149
-43
-22%
-$12.6K
$43.7K0.02%731
+8
+1%
+$478
1 8910111264