RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.44M
3
+$2.2M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$2.15M
5
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$2.1M

Top Sells

1
+$3.9M
2
+$2.28M
3
+$2.21M
4
TJX icon
TJX Companies
TJX
+$2.04M
5
CVX icon
Chevron
CVX
+$2.03M

Sector Composition

1 Financials 14.62%
2 Technology 12.64%
3 Consumer Discretionary 12.42%
4 Healthcare 9.33%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92K 0.05%
+5,300
227
$91K 0.05%
+1,114
228
$91K 0.05%
+4,500
229
$87K 0.05%
+1,000
230
$80K 0.04%
+1,700
231
$73K 0.04%
1,834
232
$73K 0.04%
+1,667
233
$55K 0.03%
700
234
$34K 0.02%
3,000
+300
235
$25K 0.01%
+2,000
236
$22K 0.01%
500
-1,300
237
$19K 0.01%
+1,000
238
$19K 0.01%
+1,000
239
$19K 0.01%
+1,500
240
$18K 0.01%
300
241
$17K 0.01%
+700
242
$17K 0.01%
3,200
+500
243
$16K 0.01%
1,000
-150
244
$16K 0.01%
1,500
+500
245
$15K 0.01%
1,000
-43,400
246
$13K 0.01%
+300
247
$13K 0.01%
700
+200
248
$12K 0.01%
1,000
-500
249
$12K 0.01%
+400
250
$12K 0.01%
5,000
-1,000
8 9
10
11 12