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 | |
|---|---|---|---|---|---|---|---|
| $14.7K | 0.01% | 92 -10 | -10% | -$1.6K | |||
| $14.7K | 0.01% | 421 -20 | -5% | -$697 | |||
| $14.7K | 0.01% | 178 -58 | -25% | -$4.78K | |||
| $14.7K | 0.01% | 98 -63 | -39% | -$9.44K | |||
| $14.7K | 0.01% | 78 | New | +$14.7K | |||
| $14.6K | 0.01% | 42 -10 | -19% | -$3.49K | |||
| $14.6K | 0.01% | 164 +2 | +1% | +$179 | |||
| $14.6K | 0.01% | 411 | – | – | |||
| $14.6K | 0.01% | 236 -149 | -39% | -$9.24K | |||
| $14.6K | 0.01% | 563 -323 | -36% | -$8.38K | |||
| $14.6K | 0.01% | 401 | – | – | |||
| $14.6K | 0.01% | 209 | New | +$14.6K | |||
| $14.6K | 0.01% | 255 | – | – | |||
| $14.6K | 0.01% | 575 -103 | -15% | -$2.61K | |||
| $14.5K | 0.01% | 393 -247 | -39% | -$9.13K | |||
| $14.5K | 0.01% | 44 +1 | +2% | +$329 | |||
| $14.5K | 0.01% | 202 -114 | -36% | -$8.17K | |||
| $14.4K | 0.01% | 129 -14 | -10% | -$1.57K | |||
| $14.4K | 0.01% | 156 | New | +$14.4K | |||
| $14.4K | 0.01% | 947 -418 | -31% | -$6.36K | |||
| $14.4K | 0.01% | 15 | New | +$14.4K | |||
| $14.4K | 0.01% | 218 +57 | +35% | +$3.77K | |||
| $14.4K | 0.01% | 93 -61 | -40% | -$9.45K | |||
| $14.4K | 0.01% | 652 -758 | -54% | -$16.7K | |||
| $14.4K | 0.01% | 481 +121 | +34% | +$3.62K |
