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 | |
|---|---|---|---|---|---|---|---|
| $11.5K | 0.01% | 1,531 | New | +$11.5K | |||
| $11.5K | 0.01% | 157 -46 | -23% | -$3.37K | |||
| $11.5K | 0.01% | 317 -172 | -35% | -$6.23K | |||
| $11.5K | 0.01% | 269 | New | +$11.5K | |||
| $11.5K | 0.01% | 72 | New | +$11.5K | |||
| $11.4K | 0.01% | 122 +1 | +0.8% | +$94 | |||
| $11.4K | 0.01% | 290 | New | +$11.4K | |||
| $11.4K | 0.01% | 328 -103 | -24% | -$3.59K | |||
| $11.4K | 0.01% | 161 | New | +$11.4K | |||
| $11.4K | 0.01% | 345 -160 | -32% | -$5.28K | |||
| $11.4K | 0.01% | 683 | New | +$11.4K | |||
| $11.4K | 0.01% | 234 -123 | -34% | -$5.97K | |||
| $11.3K | 0.01% | 109 -141 | -56% | -$14.6K | |||
| $11.3K | 0.01% | 88 | New | +$11.3K | |||
| $11.3K | 0.01% | 92 -11 | -11% | -$1.35K | |||
| $11.3K | 0.01% | 129 -136 | -51% | -$11.9K | |||
| $11.3K | 0.01% | 416 +30 | +8% | +$815 | |||
| $11.3K | 0.01% | 90 -6 | -6% | -$753 | |||
| $11.3K | 0.01% | 157 -40 | -20% | -$2.88K | |||
| $11.3K | 0.01% | 217 -13 | -6% | -$676 | |||
| $11.2K | 0.01% | 245 | New | +$11.2K | |||
| $11.2K | 0% | 237 -123 | -34% | -$5.81K | |||
| $11.2K | 0% | 284 | – | – | |||
| $11.1K | 0% | 441 +4 | +0.9% | +$101 | |||
| $11.1K | 0% | 158 | New | +$11.1K |
