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 | |
|---|---|---|---|---|---|---|---|
| $8.22K | 0% | 687 | New | +$8.22K | |||
| $8.2K | 0% | 179 | New | +$8.2K | |||
| $8.19K | 0% | 59 | New | +$8.19K | |||
| $8.16K | 0% | 179 | New | +$8.16K | |||
| $8.14K | 0% | 426 | New | +$8.14K | |||
| $8.09K | 0% | 991 +933 | +1,609% | +$7.61K | |||
| $8.08K | 0% | 125 | New | +$8.08K | |||
| $8.04K | 0% | 243 -80 | -25% | -$2.65K | |||
| $8.04K | 0% | 71 | New | +$8.04K | |||
| $7.97K | 0% | 1,457 +273 | +23% | +$1.49K | |||
| $7.93K | 0% | 1,337 | New | +$7.93K | |||
| $7.91K | 0% | 103 | New | +$7.91K | |||
| $7.8K | 0% | 4 -6 | -60% | -$11.7K | |||
| $7.79K | 0% | 411 | New | +$7.79K | |||
| $7.78K | 0% | 89 -14 | -14% | -$1.22K | |||
| $7.76K | 0% | 88 -38 | -30% | -$3.35K | |||
| $7.74K | 0% | 291 +1 | +0.3% | +$27 | |||
| $7.68K | 0% | 138 -25 | -15% | -$1.39K | |||
| $7.66K | 0% | 154 | New | +$7.66K | |||
| $7.59K | 0% | 338 | New | +$7.59K | |||
| $7.54K | 0% | 38 | – | – | |||
| $7.52K | 0% | 70 | New | +$7.52K | |||
| $7.46K | 0% | 169 | New | +$7.46K | |||
| $7.42K | 0% | 208 | New | +$7.42K | |||
| $7.32K | 0% | 352 | New | +$7.32K |
