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 | |
|---|---|---|---|---|---|---|---|
| $1.44K | 0% | 488 | New | +$1.44K | |||
| $1.43K | 0% | 19 -178 | -90% | -$13.4K | |||
| $1.42K | 0% | 20 | New | +$1.42K | |||
| $1.41K | 0% | 76 | New | +$1.41K | |||
| $1.39K | 0% | 66 | New | +$1.39K | |||
| $1.38K | 0% | 61 | New | +$1.38K | |||
| $1.35K | 0% | 25 | New | +$1.35K | |||
| $1.35K | 0% | 216 | New | +$1.35K | |||
| $1.35K | 0% | 191 | New | +$1.35K | |||
| $1.33K | 0% | 105 | New | +$1.33K | |||
| $1.31K | 0% | 49 | New | +$1.31K | |||
| $1.31K | 0% | 1,247 | New | +$1.31K | |||
| $1.31K | 0% | 64 | New | +$1.31K | |||
| $1.27K | 0% | 1,919 | New | +$1.27K | |||
| $1.27K | 0% | 211 -3,481 | -94% | -$21K | |||
| $1.26K | 0% | 15 -124 | -89% | -$10.4K | |||
| $1.22K | 0% | 60 -1,247 | -95% | -$25.3K | |||
| $1.16K | 0% | 1,753 | New | +$1.16K | |||
| $1.16K | 0% | 285 | New | +$1.16K | |||
| $1.16K | 0% | 31 | New | +$1.16K | |||
| $1.15K | 0% | 4 -186 | -98% | -$53.6K | |||
| $1.15K | 0% | 39 | New | +$1.15K | |||
| $1.14K | 0% | 575 | New | +$1.14K | |||
| $1.14K | 0% | 145 | New | +$1.14K | |||
| $1.14K | 0% | 71 +1 | +1% | +$16 |
