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 | |
|---|---|---|---|---|---|---|---|
| $20.9K | 0.01% | 313 -119 | -28% | -$7.93K | |||
| $20.8K | 0.01% | 838 +5 | +0.6% | +$124 | |||
| $20.8K | 0.01% | 175 +88 | +101% | +$10.5K | |||
| $20.8K | 0.01% | 121 +32 | +36% | +$5.5K | |||
| $20.8K | 0.01% | 130 +9 | +7% | +$1.44K | |||
| $20.7K | 0.01% | 232 -116 | -33% | -$10.4K | |||
| $20.6K | 0.01% | 400 -177 | -31% | -$9.12K | |||
| $20.6K | 0.01% | 406 | – | – | |||
| $20.5K | 0.01% | 726 | New | +$20.5K | |||
| $20.5K | 0.01% | 1,436 | New | +$20.5K | |||
| $20.5K | 0.01% | 268 -1,581 | -86% | -$121K | |||
| $20.5K | 0.01% | 570 -175 | -23% | -$6.29K | |||
| $20.4K | 0.01% | 255 +33 | +15% | +$2.64K | |||
| $20.4K | 0.01% | 226 -21 | -9% | -$1.89K | |||
| $20.3K | 0.01% | 387 -134 | -26% | -$7.04K | |||
| $20.3K | 0.01% | 111 -46 | -29% | -$8.41K | |||
| $20.3K | 0.01% | 119 -10 | -8% | -$1.71K | |||
| $20.3K | 0.01% | 148 +22 | +17% | +$3.01K | |||
| $20.2K | 0.01% | 534 | New | +$20.2K | |||
| $20.2K | 0.01% | 337 -140 | -29% | -$8.38K | |||
| $20.2K | 0.01% | 477 -140 | -23% | -$5.92K | |||
| $20.1K | 0.01% | 102 -33 | -24% | -$6.5K | |||
| $20K | 0.01% | 986 -654 | -40% | -$13.3K | |||
| $20K | 0.01% | 62 -22 | -26% | -$7.08K | |||
| $19.9K | 0.01% | 1,024 -672 | -40% | -$13.1K |
