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
$38.7K0.02%353
+32
+10%
+$3.5K
$38.4K0.02%383 New
+$38.4K
$38.3K0.02%75
-5
-6%
-$2.55K
$38.1K0.02%10 ––
$37.9K0.02%456
+1
+0.2%
+$83
$37.8K0.02%633
+22
+4%
+$1.32K
$37.8K0.02%165
+9
+6%
+$2.06K
$37.7K0.02%463
+415
+865%
+$33.8K
$36K0.02%861
+36
+4%
+$1.5K
$35.8K0.02%361
+2
+0.6%
+$199
$35.8K0.02%1,448
+20
+1%
+$494
$35.8K0.02%135
+33
+32%
+$8.75K
$35.6K0.02%215
-51
-19%
-$8.45K
$35.6K0.02%320 ––
$35K0.02%270
+66
+32%
+$8.55K
$34.8K0.02%797
+38
+5%
+$1.66K
$34.7K0.02%266
-46
-15%
-$6.01K
$34.6K0.02%136
-10
-7%
-$2.54K
$34.4K0.02%58
+10
+21%
+$5.93K
$34.3K0.02%389
+6
+2%
+$529
$34.3K0.02%167
-6
-3%
-$1.23K
$34.1K0.02%67
-23
-26%
-$11.7K
$33.8K0.01%283
+9
+3%
+$1.08K
$33.7K0.01%91
-23
-20%
-$8.53K
$33.7K0.01%891
+57
+7%
+$2.16K
1 101112131464