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 | |
|---|---|---|---|---|---|---|---|
| $125K | 0.06% | 1,306 +12 | +0.9% | +$1.15K | |||
| $123K | 0.05% | 4,011 +19 | +0.5% | +$584 | |||
| $123K | 0.05% | 1,179 +67 | +6% | +$6.99K | |||
| $121K | 0.05% | 1,344 +649 | +93% | +$58.3K | |||
| $120K | 0.05% | 1,633 -683 | -29% | -$50.2K | |||
| $119K | 0.05% | 1,635 +206 | +14% | +$15K | |||
| $117K | 0.05% | 539 +280 | +108% | +$61K | |||
| $116K | 0.05% | 370 +43 | +13% | +$13.4K | |||
| $115K | 0.05% | 1,133 +153 | +16% | +$15.5K | |||
| $114K | 0.05% | 881 +467 | +113% | +$60.2K | |||
| $112K | 0.05% | 3,913 +1,370 | +54% | +$39.1K | |||
| $111K | 0.05% | 60 +1 | +2% | +$1.84K | |||
| $110K | 0.05% | 295 +17 | +6% | +$6.33K | |||
| $108K | 0.05% | 2,290 -210 | -8% | -$9.88K | |||
| $107K | 0.05% | 1,698 -187 | -10% | -$11.8K | |||
| $107K | 0.05% | 1,520 -1,212 | -44% | -$85.3K | |||
| $104K | 0.05% | 1,010 +145 | +17% | +$14.9K | |||
| $103K | 0.05% | 1,626 -79 | -5% | -$5.01K | |||
| $98.8K | 0.04% | 562 -13 | -2% | -$2.29K | |||
| $97.3K | 0.04% | 591 +17 | +3% | +$2.8K | |||
| $97K | 0.04% | 757 +308 | +69% | +$39.5K | |||
| $97K | 0.04% | 275 -10 | -4% | -$3.53K | |||
| $96.2K | 0.04% | 1,240 -9 | -0.7% | -$698 | |||
| $95.7K | 0.04% | 188 +8 | +4% | +$4.07K | |||
| $94.3K | 0.04% | 2,556 +62 | +2% | +$2.29K |
