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 | |
|---|---|---|---|---|---|---|---|
| $22K | 0.01% | 844 | New | +$22K | |||
| $22K | 0.01% | 263 -146 | -36% | -$12.2K | |||
| $21.7K | 0.01% | 515 +312 | +154% | +$13.1K | |||
| $21.7K | 0.01% | 82 | New | +$21.7K | |||
| $21.7K | 0.01% | 42 | New | +$21.7K | |||
| $21.6K | 0.01% | 73 -4 | -5% | -$1.18K | |||
| $21.6K | 0.01% | 332 -95 | -22% | -$6.17K | |||
| $21.6K | 0.01% | 638 -631 | -50% | -$21.3K | |||
| $21.5K | 0.01% | 486 | New | +$21.5K | |||
| $21.5K | 0.01% | 317 -38 | -11% | -$2.57K | |||
| $21.4K | 0.01% | 434 +91 | +27% | +$4.49K | |||
| $21.4K | 0.01% | 113 -26 | -19% | -$4.92K | |||
| $21.4K | 0.01% | 1,991 +1,812 | +1,012% | +$19.4K | |||
| $21.3K | 0.01% | 846 | – | – | |||
| $21.3K | 0.01% | 95 -8 | -8% | -$1.8K | |||
| $21.3K | 0.01% | 1,734 | New | +$21.3K | |||
| $21.2K | 0.01% | 872 | New | +$21.2K | |||
| $21.2K | 0.01% | 447 +3 | +0.7% | +$142 | |||
| $21.2K | 0.01% | 757 | New | +$21.2K | |||
| $21.1K | 0.01% | 79 | New | +$21.1K | |||
| $21.1K | 0.01% | 156 -39 | -20% | -$5.27K | |||
| $21K | 0.01% | 394 -620 | -61% | -$33.1K | |||
| $21K | 0.01% | 126 -84 | -40% | -$14K | |||
| $20.9K | 0.01% | 703 -269 | -28% | -$8.01K | |||
| $20.9K | 0.01% | 279 -10 | -3% | -$750 |
