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 | |
|---|---|---|---|---|---|---|---|
| $939 | 0% | 14 | New | +$939 | |||
| $935 | 0% | 107 +1 | +0.9% | +$9 | |||
| $929 | 0% | 16 | New | +$929 | |||
| $927 | 0% | 207 | New | +$927 | |||
| $923 | 0% | 50 -889 | -95% | -$16.4K | |||
| $920 | 0% | 3 | New | +$920 | |||
| $919 | 0% | 63 | – | – | |||
| $917 | 0% | 32 | New | +$917 | |||
| $915 | 0% | 202 | New | +$915 | |||
| $915 | 0% | 152 | New | +$915 | |||
| $914 | 0% | 40 | New | +$914 | |||
| $913 | 0% | 8 | New | +$913 | |||
| $913 | 0% | 8 | New | +$913 | |||
| $911 | 0% | 49 | New | +$911 | |||
| $909 | 0% | 2 | New | +$909 | |||
| $908 | 0% | 39 | New | +$908 | |||
| $904 | 0% | 18 | New | +$904 | |||
| $895 | 0% | 26 | New | +$895 | |||
| $895 | 0% | 238 | New | +$895 | |||
| $895 | 0% | 42 | New | +$895 | |||
| $891 | 0% | 22 | New | +$891 | |||
| $891 | 0% | 23 -445 | -95% | -$17.2K | |||
| $888 | 0% | 24 | New | +$888 | |||
| $884 | 0% | 119 | New | +$884 | |||
| $879 | 0% | 49 -448 | -90% | -$8.04K |
