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 | |
|---|---|---|---|---|---|---|---|
| $591 | 0% | 96 | New | +$591 | |||
| $577 | 0% | 133 | New | +$577 | |||
| $575 | 0% | 199 | New | +$575 | |||
| $566 | 0% | 3 -99 | -97% | -$18.7K | |||
| $564 | 0% | 3 | New | +$564 | |||
| $558 | 0% | 119 | New | +$558 | |||
| $557 | 0% | 62 | New | +$557 | |||
| $549 | 0% | 63 | New | +$549 | |||
| $548 | 0% | 8 | New | +$548 | |||
| $544 | 0% | 19 | New | +$544 | |||
| $539 | 0% | 382 | New | +$539 | |||
| $532 | 0% | 7 -82 | -92% | -$6.23K | |||
| $531 | 0% | 435 | New | +$531 | |||
| $525 | 0% | 6 | New | +$525 | |||
| $522 | 0% | 4 | New | +$522 | |||
| $518 | 0% | 242 | New | +$518 | |||
| $516 | 0% | 7 | New | +$516 | |||
| $514 | 0% | 168 -353 | -68% | -$1.08K | |||
| $513 | 0% | 21 -867 | -98% | -$21.2K | |||
| $507 | 0% | 4 | New | +$507 | |||
| $502 | 0% | 46 | New | +$502 | |||
| $501 | 0% | 6 | New | +$501 | |||
| $493 | 0% | 49 | New | +$493 | |||
| $493 | 0% | 189 | New | +$493 | |||
| $490 | 0% | 18 -537 | -97% | -$14.6K |
