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 | |
|---|---|---|---|---|---|---|---|
| $11.1K | 0% | 139 | New | +$11.1K | |||
| $11.1K | 0% | 165 -121 | -42% | -$8.14K | |||
| $11K | 0% | 140 | New | +$11K | |||
| $11K | 0% | 65 | New | +$11K | |||
| $11K | 0% | 111 | New | +$11K | |||
| $10.9K | 0% | 56 -68 | -55% | -$13.3K | |||
| $10.9K | 0% | 152 +41 | +37% | +$2.95K | |||
| $10.9K | 0% | 273 | New | +$10.9K | |||
| $10.9K | 0% | 127 -28 | -18% | -$2.41K | |||
| $10.9K | 0% | 63 -37 | -37% | -$6.4K | |||
| $10.9K | 0% | 135 +11 | +9% | +$886 | |||
| $10.9K | 0% | 201 -162 | -45% | -$8.75K | |||
| $10.8K | 0% | 174 -115 | -40% | -$7.17K | |||
| $10.8K | 0% | 224 | New | +$10.8K | |||
| $10.8K | 0% | 178 -132 | -43% | -$7.99K | |||
| $10.8K | 0% | 329 -158 | -32% | -$5.18K | |||
| $10.8K | 0% | 397 +49 | +14% | +$1.33K | |||
| $10.8K | 0% | 81 | – | – | |||
| $10.7K | 0% | 734 -201 | -22% | -$2.94K | |||
| $10.7K | 0% | 378 +73 | +24% | +$2.07K | |||
| $10.7K | 0% | 1,233 +157 | +15% | +$1.36K | |||
| $10.7K | 0% | 309 | New | +$10.7K | |||
| $10.7K | 0% | 538 | New | +$10.7K | |||
| $10.7K | 0% | 81 | New | +$10.7K | |||
| $10.7K | 0% | 149 | New | +$10.7K |
