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 | |
|---|---|---|---|---|---|---|---|
| $10.3K | 0% | 312 -292 | -48% | -$9.59K | |||
| $10.2K | 0% | 44 | New | +$10.2K | |||
| $10.2K | 0% | 78 -10 | -11% | -$1.31K | |||
| $10.2K | 0% | 177 -59 | -25% | -$3.41K | |||
| $10.2K | 0% | 35 | New | +$10.2K | |||
| $10.2K | 0% | 50 | New | +$10.2K | |||
| $10.2K | 0% | 71 | New | +$10.2K | |||
| $10.1K | 0% | 198 -170 | -46% | -$8.71K | |||
| $10.1K | 0% | 1,431 | New | +$10.1K | |||
| $10.1K | 0% | 49 | New | +$10.1K | |||
| $10.1K | 0% | 126 -34 | -21% | -$2.73K | |||
| $10.1K | 0% | 135 -18 | -12% | -$1.35K | |||
| $10.1K | 0% | 31 -1 | -3% | -$326 | |||
| $10.1K | 0% | 194 | New | +$10.1K | |||
| $10.1K | 0% | 73 | New | +$10.1K | |||
| $10K | 0% | 73 | New | +$10K | |||
| $10K | 0% | 80 -2 | -2% | -$250 | |||
| $9.99K | 0% | 46 -34 | -43% | -$7.39K | |||
| $9.97K | 0% | 182 -85 | -32% | -$4.66K | |||
| $9.95K | 0% | 118 -20 | -14% | -$1.69K | |||
| $9.95K | 0% | 72 | New | +$9.95K | |||
| $9.93K | 0% | 26 | New | +$9.93K | |||
| $9.9K | 0% | 126 | New | +$9.9K | |||
| $9.89K | 0% | 262 +33 | +14% | +$1.25K | |||
| $9.89K | 0% | 35 -29 | -45% | -$8.2K |
