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
$15.9K0.01%372
-221
-37%
-$9.43K
$15.9K0.01%835
-310
-27%
-$5.89K
$15.9K0.01%184 New
+$15.9K
$15.9K0.01%427
-95
-18%
-$3.53K
$15.8K0.01%273
-176
-39%
-$10.2K
$15.8K0.01%103
-42
-29%
-$6.44K
$15.8K0.01%196
+71
+57%
+$5.71K
$15.7K0.01%240
-96
-29%
-$6.3K
$15.7K0.01%1,441 New
+$15.7K
$15.7K0.01%475 New
+$15.7K
$15.7K0.01%562 New
+$15.7K
$15.7K0.01%121
-86
-42%
-$11.1K
$15.7K0.01%252
-170
-40%
-$10.6K
$15.6K0.01%275
-91
-25%
-$5.17K
$15.6K0.01%264 New
+$15.6K
$15.6K0.01%675
+5
+0.8%
+$115
$15.5K0.01%179
-191
-52%
-$16.5K
$15.5K0.01%395
-261
-40%
-$10.2K
$15.5K0.01%255
-200
-44%
-$12.2K
$15.5K0.01%93
-41
-31%
-$6.83K
$15.5K0.01%802 New
+$15.5K
$15.4K0.01%631
+4
+0.6%
+$97
$15.3K0.01%949 ––
$15.2K0.01%93 New
+$15.2K
$15.2K0.01%68
-31
-31%
-$6.92K
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