RA

Rise Advisors Portfolio holdings

AUM $226M
AUM
$226M
AUM Growth
+$18.4M
Cap. Flow
+$29.3M
Cap. Flow %
12.95%
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

1Technology7.6%
2Financials5.8%
3Consumer Discretionary3.39%
4Healthcare2.99%
5Industrials2.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$19.8K0.01%165
+26
+19%
+$3.13K
$19.8K0.01%326
+5
+2%
+$304
$19.8K0.01%496
-175
-26%
-$6.98K
$19.8K0.01%429
-53
-11%
-$2.44K
$19.7K0.01%172
+32
+23%
+$3.67K
$19.6K0.01%244
-57
-19%
-$4.59K
$19.6K0.01%126
-42
-25%
-$6.54K
$19.6K0.01%96
-26
-21%
-$5.32K
$19.6K0.01%564 New
+$19.6K
$19.5K0.01%108
-294
-73%
-$53K
$19.4K0.01%636
-59
-8%
-$1.8K
$19.4K0.01%206
-64
-24%
-$6.02K
$19.3K0.01%360
-88
-20%
-$4.71K
$19.3K0.01%108
-10
-8%
-$1.78K
$19.2K0.01%211
+207
+5,175%
+$18.9K
$19.2K0.01%181
-120
-40%
-$12.7K
$19.1K0.01%79
-1
-1%
-$242
$19.1K0.01%439 New
+$19.1K
$19.1K0.01%1,324
+33
+3%
+$477
$19.1K0.01%476
+272
+133%
+$10.9K
$19.1K0.01%646 New
+$19.1K
$19.1K0.01%139
-12
-8%
-$1.65K
$19.1K0.01%458
-92
-17%
-$3.83K
$19K0.01%521
-284
-35%
-$10.4K
$19K0.01%128
-10
-7%
-$1.48K
1 192021222364