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 | 7.61% |
| 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 | |
|---|---|---|---|---|---|---|---|
| $254K | 0.11% | 841 +37 | +5% | +$11.2K | |||
| $242K | 0.11% | 3,372 +52 | +2% | +$3.73K | |||
| $238K | 0.11% | 548 +422 | +335% | +$183K | |||
| $238K | 0.11% | 5,777 +23 | +0.4% | +$948 | |||
| $234K | 0.1% | 1,558 +333 | +27% | +$49.9K | |||
| $230K | 0.1% | 969 +834 | +618% | +$198K | |||
| $227K | 0.1% | 541 -2 | -0.4% | -$840 | |||
| $227K | 0.1% | 846 +52 | +7% | +$14K | |||
| $223K | 0.1% | 1,598 +113 | +8% | +$15.8K | |||
| $215K | 0.1% | 396 +166 | +72% | +$90.1K | |||
| $208K | 0.09% | 371 +38 | +11% | +$21.4K | |||
| $207K | 0.09% | 1,538 -59 | -4% | -$7.92K | |||
| $206K | 0.09% | 2,373 +120 | +5% | +$10.4K | |||
| $202K | 0.09% | 1,730 -14 | -0.8% | -$1.63K | |||
| $192K | 0.09% | 1,244 +852 | +217% | +$132K | |||
| $187K | 0.08% | 378 +20 | +6% | +$9.91K | |||
| $183K | 0.08% | 666 -5 | -0.8% | -$1.38K | |||
| $180K | 0.08% | 1,827 -26 | -1% | -$2.57K | |||
| $179K | 0.08% | 1,036 +43 | +4% | +$7.42K | |||
| $175K | 0.08% | 876 +101 | +13% | +$20.2K | |||
| $175K | 0.08% | 6,177 +440 | +8% | +$12.4K | |||
| $172K | 0.08% | 1,545 +54 | +4% | +$6.01K | |||
| $171K | 0.08% | 661 +3 | +0.5% | +$776 | |||
| $169K | 0.07% | 1,275 +124 | +11% | +$16.4K | |||
| $167K | 0.07% | 911 +5 | +0.6% | +$918 |
