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 | |
|---|---|---|---|---|---|---|---|
| $12.5K | 0.01% | 669 | New | +$12.5K | |||
| $12.5K | 0.01% | 71 | New | +$12.5K | |||
| $12.5K | 0.01% | 427 +39 | +10% | +$1.14K | |||
| $12.5K | 0.01% | 153 | New | +$12.5K | |||
| $12.5K | 0.01% | 101 -21 | -17% | -$2.6K | |||
| $12.5K | 0.01% | 196 | – | – | |||
| $12.5K | 0.01% | 1,074 | – | – | |||
| $12.5K | 0.01% | 1,515 +483 | +47% | +$3.97K | |||
| $12.5K | 0.01% | 58 -4 | -6% | -$859 | |||
| $12.4K | 0.01% | 1,345 | New | +$12.4K | |||
| $12.4K | 0.01% | 55 -8 | -13% | -$1.81K | |||
| $12.3K | 0.01% | 47 | New | +$12.3K | |||
| $12.3K | 0.01% | 621 | New | +$12.3K | |||
| $12.3K | 0.01% | 84 -4 | -5% | -$587 | |||
| $12.3K | 0.01% | 157 | New | +$12.3K | |||
| $12.2K | 0.01% | 412 -344 | -46% | -$10.2K | |||
| $12.1K | 0.01% | 83 -27 | -25% | -$3.94K | |||
| $12.1K | 0.01% | 633 +154 | +32% | +$2.94K | |||
| $12K | 0.01% | 792 -500 | -39% | -$7.6K | |||
| $12K | 0.01% | 75 -58 | -44% | -$9.3K | |||
| $12K | 0.01% | 219 | New | +$12K | |||
| $11.9K | 0.01% | 668 | New | +$11.9K | |||
| $11.9K | 0.01% | 36 | New | +$11.9K | |||
| $11.9K | 0.01% | 79 -34 | -30% | -$5.13K | |||
| $11.9K | 0.01% | 915 | New | +$11.9K |
