RA

Rise Advisors Portfolio holdings

AUM $226M
AUM
$226M
AUM Growth
+$18.4M
Cap. Flow
+$29.3M
Cap. Flow %
12.95%
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

1Technology7.6%
2Financials5.8%
3Consumer Discretionary3.39%
4Healthcare2.99%
5Industrials2.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$8.66K0%178
-259
-59%
-$12.6K
$8.66K0%214 ––
$8.63K0%638
+73
+13%
+$988
$8.63K0%439 New
+$8.63K
$8.63K0%112
-25
-18%
-$1.93K
$8.63K0%93
-48
-34%
-$4.45K
$8.62K0%597 New
+$8.62K
$8.55K0%149 New
+$8.55K
$8.51K0%1,079
+16
+2%
+$126
$8.49K0%82
+1
+1%
+$104
$8.49K0%838
+126
+18%
+$1.28K
$8.47K0%25
-12
-32%
-$4.07K
$8.44K0%50
+11
+28%
+$1.86K
$8.44K0%844
-226
-21%
-$2.26K
$8.44K0%491
-171
-26%
-$2.94K
$8.4K0%579 New
+$8.4K
$8.38K0%88
+1
+1%
+$95
$8.35K0%48 New
+$8.35K
$8.34K0%332 New
+$8.34K
$8.33K0%238 ––
$8.32K0%520 New
+$8.32K
$8.3K0%269 New
+$8.3K
$8.25K0%51 New
+$8.25K
$8.24K0%2,102 New
+$8.24K
$8.22K0%82
-33
-29%
-$3.31K
1 424344454664