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 | |
|---|---|---|---|---|---|---|---|
| $9.89K | 0% | 59 | New | +$9.89K | |||
| $9.88K | 0% | 246 | New | +$9.88K | |||
| $9.88K | 0% | 59 -31 | -34% | -$5.19K | |||
| $9.87K | 0% | 128 | New | +$9.87K | |||
| $9.86K | 0% | 130 | New | +$9.86K | |||
| $9.86K | 0% | 332 | New | +$9.86K | |||
| $9.85K | 0% | 106 | New | +$9.85K | |||
| $9.84K | 0% | 879 | New | +$9.84K | |||
| $9.81K | 0% | 332 | New | +$9.81K | |||
| $9.81K | 0% | 27 | New | +$9.81K | |||
| $9.76K | 0% | 103 | New | +$9.76K | |||
| $9.76K | 0% | 103 | New | +$9.76K | |||
| $9.75K | 0% | 270 -201 | -43% | -$7.26K | |||
| $9.7K | 0% | 127 | New | +$9.7K | |||
| $9.69K | 0% | 538 -739 | -58% | -$13.3K | |||
| $9.68K | 0% | 561 | New | +$9.68K | |||
| $9.68K | 0% | 605 -561 | -48% | -$8.97K | |||
| $9.67K | 0% | 56 | – | – | |||
| $9.65K | 0% | 149 -21 | -12% | -$1.36K | |||
| $9.63K | 0% | 134 | New | +$9.63K | |||
| $9.62K | 0% | 244 -235 | -49% | -$9.27K | |||
| $9.61K | 0% | 76 +7 | +10% | +$885 | |||
| $9.6K | 0% | 1,276 | New | +$9.6K | |||
| $9.59K | 0% | 358 | New | +$9.59K | |||
| $9.59K | 0% | 306 | New | +$9.59K |
