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 | |
|---|---|---|---|---|---|---|---|
| $1.13K | 0% | 13 | – | – | |||
| $1.13K | 0% | 10 +4 | +67% | +$451 | |||
| $1.13K | 0% | 124 | New | +$1.13K | |||
| $1.12K | 0% | 18 -82 | -82% | -$5.09K | |||
| $1.12K | 0% | 74 -1,181 | -94% | -$17.8K | |||
| $1.12K | 0% | 32 | New | +$1.12K | |||
| $1.11K | 0% | 18 | New | +$1.11K | |||
| $1.11K | 0% | 18 | New | +$1.11K | |||
| $1.1K | 0% | 38 | New | +$1.1K | |||
| $1.09K | 0% | 7 -55 | -89% | -$8.53K | |||
| $1.08K | 0% | 7 | New | +$1.08K | |||
| $1.08K | 0% | 37 -582 | -94% | -$17K | |||
| $1.07K | 0% | 125 | New | +$1.07K | |||
| $1.07K | 0% | 6 | New | +$1.07K | |||
| $1.07K | 0% | 4 | New | +$1.07K | |||
| $1.06K | 0% | 55 | New | +$1.06K | |||
| $1.06K | 0% | 60 | – | – | |||
| $1.05K | 0% | 74 | New | +$1.05K | |||
| $1.05K | 0% | 8 | New | +$1.05K | |||
| $1.05K | 0% | 56 | New | +$1.05K | |||
| $1.04K | 0% | 2,284 | New | +$1.04K | |||
| $1.04K | 0% | 200 | New | +$1.04K | |||
| $1.04K | 0% | 200 | New | +$1.04K | |||
| $1.03K | 0% | 16 | New | +$1.03K | |||
| $1.02K | 0% | 190 | New | +$1.02K |
