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 | |
|---|---|---|---|---|---|---|---|
| $23.2K | 0.01% | 161 -20 | -11% | -$2.89K | |||
| $23.2K | 0.01% | 73 -18 | -20% | -$5.73K | |||
| $23.1K | 0.01% | 815 +139 | +21% | +$3.95K | |||
| $23.1K | 0.01% | 160 +36 | +29% | +$5.2K | |||
| $23K | 0.01% | 467 | New | +$23K | |||
| $23K | 0.01% | 161 -66 | -29% | -$9.44K | |||
| $23K | 0.01% | 623 -566 | -48% | -$20.9K | |||
| $23K | 0.01% | 23 -1 | -4% | -$999 | |||
| $22.9K | 0.01% | 286 -132 | -32% | -$10.6K | |||
| $22.9K | 0.01% | 247 -69 | -22% | -$6.4K | |||
| $22.9K | 0.01% | 1,330 +37 | +3% | +$636 | |||
| $22.8K | 0.01% | 277 -6 | -2% | -$493 | |||
| $22.6K | 0.01% | 235 +23 | +11% | +$2.21K | |||
| $22.6K | 0.01% | 91 -63 | -41% | -$15.6K | |||
| $22.5K | 0.01% | 390 | New | +$22.5K | |||
| $22.5K | 0.01% | 318 | New | +$22.5K | |||
| $22.5K | 0.01% | 286 -99 | -26% | -$7.78K | |||
| $22.5K | 0.01% | 213 -59 | -22% | -$6.23K | |||
| $22.5K | 0.01% | 147 | New | +$22.5K | |||
| $22.4K | 0.01% | 151 +40 | +36% | +$5.93K | |||
| $22.3K | 0.01% | 129 -30 | -19% | -$5.19K | |||
| $22.3K | 0.01% | 623 -47 | -7% | -$1.68K | |||
| $22.3K | 0.01% | 637 | New | +$22.3K | |||
| $22.2K | 0.01% | 259 +23 | +10% | +$1.97K | |||
| $22K | 0.01% | 488 +347 | +246% | +$15.7K |
