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 | 7.6% |
| 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 | |
|---|---|---|---|---|---|---|---|
| $27.7K | 0.01% | 168 +6 | +4% | +$991 | |||
| $27.7K | 0.01% | 477 +39 | +9% | +$2.26K | |||
| $27.6K | 0.01% | 209 +8 | +4% | +$1.06K | |||
| $27.5K | 0.01% | 445 | New | +$27.5K | |||
| $27.3K | 0.01% | 579 -57 | -9% | -$2.69K | |||
| $27.2K | 0.01% | 282 -57 | -17% | -$5.5K | |||
| $27.1K | 0.01% | 189 +4 | +2% | +$574 | |||
| $27K | 0.01% | 975 -25 | -3% | -$692 | |||
| $27K | 0.01% | 106 +21 | +25% | +$5.34K | |||
| $27K | 0.01% | 305 -40 | -12% | -$3.54K | |||
| $26.9K | 0.01% | 884 -5,293 | -86% | -$161K | |||
| $26.9K | 0.01% | 243 -99 | -29% | -$10.9K | |||
| $26.9K | 0.01% | 116 | – | – | |||
| $26.8K | 0.01% | 605 -317 | -34% | -$14K | |||
| $26.6K | 0.01% | 563 -146 | -21% | -$6.89K | |||
| $26.5K | 0.01% | 543 +2 | +0.4% | +$98 | |||
| $26.4K | 0.01% | 196 -79 | -29% | -$10.6K | |||
| $26.3K | 0.01% | 449 -28 | -6% | -$1.64K | |||
| $26.3K | 0.01% | 322 -77 | -19% | -$6.28K | |||
| $26.1K | 0.01% | 39 -71 | -65% | -$47.6K | |||
| $26K | 0.01% | 323 +26 | +9% | +$2.1K | |||
| $25.9K | 0.01% | 54 +17 | +46% | +$8.16K | |||
| $25.9K | 0.01% | 41 +1 | +3% | +$632 | |||
| $25.9K | 0.01% | 186 +87 | +88% | +$12.1K | |||
| $25.9K | 0.01% | 383 +52 | +16% | +$3.52K |
