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 | |
|---|---|---|---|---|---|---|---|
| $9.54K | 0% | 454 | New | +$9.54K | |||
| $9.54K | 0% | 522 | New | +$9.54K | |||
| $9.54K | 0% | 95 +1 | +1% | +$100 | |||
| $9.48K | 0% | 63 +13 | +26% | +$1.96K | |||
| $9.46K | 0% | 1,093 -514 | -32% | -$4.45K | |||
| $9.45K | 0% | 312 | New | +$9.45K | |||
| $9.45K | 0% | 122 -25 | -17% | -$1.94K | |||
| $9.45K | 0% | 478 -710 | -60% | -$14K | |||
| $9.42K | 0% | 359 | New | +$9.42K | |||
| $9.41K | 0% | 89 | New | +$9.41K | |||
| $9.4K | 0% | 301 | New | +$9.4K | |||
| $9.38K | 0% | 247 | New | +$9.38K | |||
| $9.38K | 0% | 184 | New | +$9.38K | |||
| $9.36K | 0% | 103 | New | +$9.36K | |||
| $9.36K | 0% | 54 | New | +$9.36K | |||
| $9.35K | 0% | 18 | New | +$9.35K | |||
| $9.35K | 0% | 95 | New | +$9.35K | |||
| $9.34K | 0% | 259 -193 | -43% | -$6.96K | |||
| $9.33K | 0% | 80 | New | +$9.33K | |||
| $9.31K | 0% | 69 -5 | -7% | -$675 | |||
| $9.28K | 0% | 413 +30 | +8% | +$674 | |||
| $9.27K | 0% | 144 -53 | -27% | -$3.41K | |||
| $9.27K | 0% | 49 -43 | -47% | -$8.13K | |||
| $9.24K | 0% | 154 +1 | +0.7% | +$60 | |||
| $9.23K | 0% | 57 -35 | -38% | -$5.67K |
