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 | |
|---|---|---|---|---|---|---|---|
| $489 | 0% | 76 | New | +$489 | |||
| $489 | 0% | 5 | New | +$489 | |||
| $487 | 0% | 7 | – | – | |||
| $485 | 0% | 32 | New | +$485 | |||
| $482 | 0% | 796 | New | +$482 | |||
| $480 | 0% | 8 | New | +$480 | |||
| $478 | 0% | 260 | New | +$478 | |||
| $475 | 0% | 21 | – | – | |||
| $474 | 0% | 516 | New | +$474 | |||
| $464 | 0% | 12 | New | +$464 | |||
| $460 | 0% | 26 -542 | -95% | -$9.59K | |||
| $459 | 0% | 3 | New | +$459 | |||
| $459 | 0% | 296 | New | +$459 | |||
| $458 | 0% | 7 | – | – | |||
| $445 | 0% | 173 | New | +$445 | |||
| $444 | 0% | 3 -58 | -95% | -$8.58K | |||
| $443 | 0% | 19 | New | +$443 | |||
| $441 | 0% | 20 | New | +$441 | |||
| $441 | 0% | 2 | New | +$441 | |||
| $440 | 0% | 14 | – | – | |||
| $437 | 0% | 251 | New | +$437 | |||
| $437 | 0% | 650 | New | +$437 | |||
| $433 | 0% | 12 | New | +$433 | |||
| $428 | 0% | 209 | New | +$428 | |||
| $423 | 0% | 90 -910 | -91% | -$4.28K |
