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 | |
|---|---|---|---|---|---|---|---|
| $774 | 0% | 207 | New | +$774 | |||
| $774 | 0% | 241 | New | +$774 | |||
| $770 | 0% | 254 | New | +$770 | |||
| $765 | 0% | 746 | New | +$765 | |||
| $764 | 0% | 119 | New | +$764 | |||
| $763 | 0% | 76 | New | +$763 | |||
| $762 | 0% | 544 | New | +$762 | |||
| $757 | 0% | 14 | New | +$757 | |||
| $744 | 0% | 154 -787 | -84% | -$3.8K | |||
| $734 | 0% | 6 | New | +$734 | |||
| $732 | 0% | 38 | New | +$732 | |||
| $724 | 0% | 4 | New | +$724 | |||
| $723 | 0% | 16 | New | +$723 | |||
| $722 | 0% | 10 | New | +$722 | |||
| $696 | 0% | 17 | New | +$696 | |||
| $690 | 0% | 10 | New | +$690 | |||
| $689 | 0% | 4 | New | +$689 | |||
| $676 | 0% | 11 | New | +$676 | |||
| $674 | 0% | 2 | New | +$674 | |||
| $671 | 0% | 13 | New | +$671 | |||
| $649 | 0% | 3 | New | +$649 | |||
| $629 | 0% | 3 | New | +$629 | |||
| $623 | 0% | 187 | New | +$623 | |||
| $622 | 0% | 3 | – | – | |||
| $593 | 0% | 19 -276 | -94% | -$8.61K |
