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 | |
|---|---|---|---|---|---|---|---|
| $14.4K | 0.01% | 908 -139 | -13% | -$2.2K | |||
| $14.4K | 0.01% | 267 +28 | +12% | +$1.51K | |||
| $14.4K | 0.01% | 188 | New | +$14.4K | |||
| $14.4K | 0.01% | 472 | New | +$14.4K | |||
| $14.4K | 0.01% | 440 | New | +$14.4K | |||
| $14.4K | 0.01% | 489 -300 | -38% | -$8.8K | |||
| $14.3K | 0.01% | 138 -152 | -52% | -$15.8K | |||
| $14.3K | 0.01% | 736 -330 | -31% | -$6.41K | |||
| $14.3K | 0.01% | 246 -59 | -19% | -$3.43K | |||
| $14.3K | 0.01% | 358 | New | +$14.3K | |||
| $14.2K | 0.01% | 45 -8 | -15% | -$2.53K | |||
| $14.2K | 0.01% | 81 -17 | -17% | -$2.99K | |||
| $14.2K | 0.01% | 157 | New | +$14.2K | |||
| $14.2K | 0.01% | 414 -1,282 | -76% | -$43.9K | |||
| $14.2K | 0.01% | 84 -40 | -32% | -$6.75K | |||
| $14.1K | 0.01% | 530 | New | +$14.1K | |||
| $14.1K | 0.01% | 307 +161 | +110% | +$7.41K | |||
| $14.1K | 0.01% | 305 +2 | +0.7% | +$93 | |||
| $14.1K | 0.01% | 49 +4 | +9% | +$1.15K | |||
| $14.1K | 0.01% | 224 | – | – | |||
| $14.1K | 0.01% | 419 -136 | -25% | -$4.57K | |||
| $14.1K | 0.01% | 125 -35 | -22% | -$3.94K | |||
| $14.1K | 0.01% | 108 | New | +$14.1K | |||
| $14.1K | 0.01% | 268 -110 | -29% | -$5.77K | |||
| $14K | 0.01% | 120 -49 | -29% | -$5.73K |
