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 | |
|---|---|---|---|---|---|---|---|
| $8.96K | 0% | 89 | New | +$8.96K | |||
| $8.95K | 0% | 142 -42 | -23% | -$2.65K | |||
| $8.95K | 0% | 1,511 | New | +$8.95K | |||
| $8.93K | 0% | 171 | New | +$8.93K | |||
| $8.92K | 0% | 198 | New | +$8.92K | |||
| $8.9K | 0% | 65 -84 | -56% | -$11.5K | |||
| $8.88K | 0% | 150 | New | +$8.88K | |||
| $8.88K | 0% | 117 -29 | -20% | -$2.2K | |||
| $8.88K | 0% | 231 | New | +$8.88K | |||
| $8.86K | 0% | 93 -158 | -63% | -$15K | |||
| $8.84K | 0% | 132 -46 | -26% | -$3.08K | |||
| $8.84K | 0% | 166 +37 | +29% | +$1.97K | |||
| $8.84K | 0% | 58 | New | +$8.84K | |||
| $8.83K | 0% | 120 -42 | -26% | -$3.09K | |||
| $8.83K | 0% | 84 | New | +$8.83K | |||
| $8.81K | 0% | 824 -93 | -10% | -$994 | |||
| $8.79K | 0% | 124 | New | +$8.79K | |||
| $8.77K | 0% | 301 | New | +$8.77K | |||
| $8.77K | 0% | 28 -7 | -20% | -$2.19K | |||
| $8.75K | 0% | 150 +9 | +6% | +$525 | |||
| $8.73K | 0% | 166 +1 | +0.6% | +$53 | |||
| $8.73K | 0% | 21 -44 | -68% | -$18.3K | |||
| $8.72K | 0% | 442 | New | +$8.72K | |||
| $8.69K | 0% | 103 | New | +$8.69K | |||
| $8.68K | 0% | 450 | New | +$8.68K |
