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 | |
|---|---|---|---|---|---|---|---|
| $1.02K | 0% | 197 | New | +$1.02K | |||
| $1.02K | 0% | 159 | New | +$1.02K | |||
| $1.02K | 0% | 16 -296 | -95% | -$18.9K | |||
| $1.02K | 0% | 44 | New | +$1.02K | |||
| $1.01K | 0% | 28 | New | +$1.01K | |||
| $1.01K | 0% | 34 | New | +$1.01K | |||
| $1.01K | 0% | 207 | New | +$1.01K | |||
| $1K | 0% | 8 -108 | -93% | -$13.5K | |||
| $997 | 0% | 182 | New | +$997 | |||
| $991 | 0% | 17 | New | +$991 | |||
| $991 | 0% | 6 | New | +$991 | |||
| $991 | 0% | 12 | New | +$991 | |||
| $990 | 0% | 31 | New | +$990 | |||
| $989 | 0% | 144 | New | +$989 | |||
| $984 | 0% | 74 -1,003 | -93% | -$13.3K | |||
| $976 | 0% | 99 | New | +$976 | |||
| $970 | 0% | 57 -310 | -84% | -$5.28K | |||
| $967 | 0% | 8 | New | +$967 | |||
| $967 | 0% | 22 -385 | -95% | -$16.9K | |||
| $966 | 0% | 125 | – | – | |||
| $962 | 0% | 56 -1,979 | -97% | -$34K | |||
| $959 | 0% | 84 | New | +$959 | |||
| $950 | 0% | 40 | New | +$950 | |||
| $949 | 0% | 18 | – | – | |||
| $940 | 0% | 862 | New | +$940 |
