RA
Rise Advisors Portfolio holdings
AUM $226M
AUM
$226M
AUM Growth
+$18.4M (+9%)
Cap. Flow
+$29.3M
Cap. Flow % of AUM
12.95%
Top 10 Holdings %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
| 1 | Technology | 7.61% |
| 2 | Financials | 5.8% |
| 3 | Consumer Discretionary | 3.39% |
| 4 | Healthcare | 2.99% |
| 5 | Industrials | 2.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $33.7K | 0.01% | 644 +6 | +0.9% | +$314 | |||
| $33.4K | 0.01% | 161 +9 | +6% | +$1.87K | |||
| $33.3K | 0.01% | 140 -26 | -16% | -$6.19K | |||
| $33.2K | 0.01% | 127 +3 | +2% | +$785 | |||
| $33.1K | 0.01% | 3,303 +2,510 | +317% | +$25.2K | |||
| $32.7K | 0.01% | 678 -312 | -32% | -$15.1K | |||
| $32.6K | 0.01% | 351 | New | +$32.6K | |||
| $32.5K | 0.01% | 448 -36 | -7% | -$2.61K | |||
| $32.3K | 0.01% | 3,333 +200 | +6% | +$1.94K | |||
| $32.2K | 0.01% | 782 -70 | -8% | -$2.88K | |||
| $32K | 0.01% | 232 -48 | -17% | -$6.62K | |||
| $32K | 0.01% | 491 | New | +$32K | |||
| $31.9K | 0.01% | 398 +12 | +3% | +$961 | |||
| $31.5K | 0.01% | 621 -261 | -30% | -$13.3K | |||
| $31.5K | 0.01% | 324 +66 | +26% | +$6.42K | |||
| $31.5K | 0.01% | 168 | New | +$31.5K | |||
| $31.4K | 0.01% | 440 +96 | +28% | +$6.85K | |||
| $30.8K | 0.01% | 170 | New | +$30.8K | |||
| $30.7K | 0.01% | 525 | New | +$30.7K | |||
| $30.7K | 0.01% | 249 -5 | -2% | -$616 | |||
| $30.5K | 0.01% | 134 -48 | -26% | -$10.9K | |||
| $30.4K | 0.01% | 430 | New | +$30.4K | |||
| $30.1K | 0.01% | 333 +55 | +20% | +$4.97K | |||
| $29.9K | 0.01% | 133 +70 | +111% | +$15.7K | |||
| $29.8K | 0.01% | 337 -69 | -17% | -$6.11K |
