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 | |
|---|---|---|---|---|---|---|---|
| $17.7K | 0.01% | 226 -113 | -33% | -$8.84K | |||
| $17.7K | 0.01% | 147 -31 | -17% | -$3.73K | |||
| $17.7K | 0.01% | 76 -11 | -13% | -$2.56K | |||
| $17.6K | 0.01% | 603 -121 | -17% | -$3.54K | |||
| $17.6K | 0.01% | 571 -396 | -41% | -$12.2K | |||
| $17.6K | 0.01% | 3,459 +1,750 | +102% | +$8.91K | |||
| $17.6K | 0.01% | 182 | New | +$17.6K | |||
| $17.6K | 0.01% | 240 -59 | -20% | -$4.32K | |||
| $17.5K | 0.01% | 37 -19 | -34% | -$8.99K | |||
| $17.5K | 0.01% | 118 -56 | -32% | -$8.31K | |||
| $17.5K | 0.01% | 61 -30 | -33% | -$8.61K | |||
| $17.5K | 0.01% | 776 | New | +$17.5K | |||
| $17.5K | 0.01% | 301 -155 | -34% | -$9K | |||
| $17.5K | 0.01% | 356 -216 | -38% | -$10.6K | |||
| $17.5K | 0.01% | 231 | New | +$17.5K | |||
| $17.4K | 0.01% | 126 +13 | +12% | +$1.8K | |||
| $17.4K | 0.01% | 172 -113 | -40% | -$11.4K | |||
| $17.4K | 0.01% | 153 -32 | -17% | -$3.64K | |||
| $17.4K | 0.01% | 214 -83 | -28% | -$6.74K | |||
| $17.3K | 0.01% | 47 +1 | +2% | +$369 | |||
| $17.3K | 0.01% | 270 +2 | +0.8% | +$128 | |||
| $17.3K | 0.01% | 454 -235 | -34% | -$8.95K | |||
| $17.3K | 0.01% | 253 -39 | -13% | -$2.66K | |||
| $17.3K | 0.01% | 135 -47 | -26% | -$6.01K | |||
| $17.2K | 0.01% | 297 -45 | -13% | -$2.61K |
