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 | |
|---|---|---|---|---|---|---|---|
| $16.5K | 0.01% | 138 +3 | +2% | +$358 | |||
| $16.4K | 0.01% | 342 -123 | -26% | -$5.91K | |||
| $16.4K | 0.01% | 419 | New | +$16.4K | |||
| $16.4K | 0.01% | 111 | New | +$16.4K | |||
| $16.4K | 0.01% | 270 -207 | -43% | -$12.6K | |||
| $16.3K | 0.01% | 132 | New | +$16.3K | |||
| $16.3K | 0.01% | 934 -335 | -26% | -$5.85K | |||
| $16.3K | 0.01% | 150 -39 | -21% | -$4.24K | |||
| $16.3K | 0.01% | 415 +121 | +41% | +$4.75K | |||
| $16.3K | 0.01% | 140 -52 | -27% | -$6.05K | |||
| $16.3K | 0.01% | 28 -2 | -7% | -$1.16K | |||
| $16.2K | 0.01% | 2,205 +203 | +10% | +$1.5K | |||
| $16.2K | 0.01% | 1,539 +647 | +73% | +$6.83K | |||
| $16.2K | 0.01% | 308 | New | +$16.2K | |||
| $16.1K | 0.01% | 148 | New | +$16.1K | |||
| $16.1K | 0.01% | 161 -186 | -54% | -$18.6K | |||
| $16.1K | 0.01% | 143 -61 | -30% | -$6.85K | |||
| $16K | 0.01% | 222 +33 | +17% | +$2.39K | |||
| $16K | 0.01% | 129 -30 | -19% | -$3.73K | |||
| $16K | 0.01% | 126 | New | +$16K | |||
| $15.9K | 0.01% | 329 +7 | +2% | +$339 | |||
| $15.9K | 0.01% | 357 -229 | -39% | -$10.2K | |||
| $15.9K | 0.01% | 320 -76 | -19% | -$3.78K | |||
| $15.9K | 0.01% | 867 | New | +$15.9K | |||
| $15.9K | 0.01% | 353 +61 | +21% | +$2.75K |
