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 | 7.61% |
| 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 | |
|---|---|---|---|---|---|---|---|
| $166K | 0.07% | 208 -13 | -6% | -$10.4K | |||
| $165K | 0.07% | 607 +31 | +5% | +$8.45K | |||
| $161K | 0.07% | 1,048 +66 | +7% | +$10.1K | |||
| $157K | 0.07% | 410 +27 | +7% | +$10.4K | |||
| $156K | 0.07% | 335 +25 | +8% | +$11.6K | |||
| $154K | 0.07% | 2,523 +498 | +25% | +$30.4K | |||
| $154K | 0.07% | 2,086 -114 | -5% | -$8.39K | |||
| $153K | 0.07% | 654 +15 | +2% | +$3.5K | |||
| $151K | 0.07% | 1,539 +20 | +1% | +$1.96K | |||
| $151K | 0.07% | 3,085 +312 | +11% | +$15.2K | |||
| $150K | 0.07% | 635 -10 | -2% | -$2.36K | |||
| $150K | 0.07% | 244 +25 | +11% | +$15.3K | |||
| $147K | 0.07% | 521 +36 | +7% | +$10.2K | |||
| $145K | 0.06% | 1,723 +1,579 | +1,097% | +$133K | |||
| $144K | 0.06% | 1,228 -627 | -34% | -$73.6K | |||
| $141K | 0.06% | 1,984 +1,272 | +179% | +$90.2K | |||
| $136K | 0.06% | 799 +50 | +7% | +$8.53K | |||
| $136K | 0.06% | 1,327 +3 | +0.2% | +$307 | |||
| $135K | 0.06% | 1,112 +40 | +4% | +$4.87K | |||
| $132K | 0.06% | 1,357 +5 | +0.4% | +$487 | |||
| $132K | 0.06% | 2,900 +184 | +7% | +$8.35K | |||
| $129K | 0.06% | 1,400 +1,226 | +705% | +$113K | |||
| $127K | 0.06% | 255 +4 | +2% | +$1.99K | |||
| $125K | 0.06% | 1,136 +34 | +3% | +$3.74K | |||
| $125K | 0.06% | 1,305 +5 | +0.4% | +$479 |
