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 | |
|---|---|---|---|---|---|---|---|
| $10.6K | 0% | 263 -108 | -29% | -$4.37K | |||
| $10.6K | 0% | 198 -97 | -33% | -$5.2K | |||
| $10.6K | 0% | 180 -29 | -14% | -$1.71K | |||
| $10.6K | 0% | 265 | New | +$10.6K | |||
| $10.6K | 0% | 106 -81 | -43% | -$8.07K | |||
| $10.6K | 0% | 48 | – | – | |||
| $10.6K | 0% | 188 | New | +$10.6K | |||
| $10.5K | 0% | 510 -284 | -36% | -$5.85K | |||
| $10.5K | 0% | 124 -107 | -46% | -$9.06K | |||
| $10.5K | 0% | 83 | New | +$10.5K | |||
| $10.5K | 0% | 413 | New | +$10.5K | |||
| $10.5K | 0% | 1,888 -2,343 | -55% | -$13K | |||
| $10.5K | 0% | 191 -114 | -37% | -$6.26K | |||
| $10.5K | 0% | 432 -196 | -31% | -$4.76K | |||
| $10.4K | 0% | 179 -52 | -23% | -$3.03K | |||
| $10.4K | 0% | 256 -9 | -3% | -$366 | |||
| $10.4K | 0% | 85 -63 | -43% | -$7.7K | |||
| $10.3K | 0% | 109 | New | +$10.3K | |||
| $10.3K | 0% | 117 | New | +$10.3K | |||
| $10.3K | 0% | 104 +5 | +5% | +$496 | |||
| $10.3K | 0% | 340 +80 | +31% | +$2.43K | |||
| $10.3K | 0% | 157 -129 | -45% | -$8.47K | |||
| $10.3K | 0% | 442 -134 | -23% | -$3.12K | |||
| $10.3K | 0% | 22 -3 | -12% | -$1.4K | |||
| $10.3K | 0% | 222 -260 | -54% | -$12K |
