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
$212M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.76M
3
+$2.73M
4
AMT icon
American Tower
AMT
+$2.26M
5
ROP icon
Roper Technologies
ROP
+$2.16M

Top Sells

1
+$12.6M
2
+$5.6M
3
+$2.18M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$2.15M
5
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$2.1M

Sector Composition

1 Financials 16.72%
2 Technology 14.15%
3 Consumer Discretionary 10.92%
4 Consumer Staples 10.31%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$99K 0.05%
+2,436
252
$98K 0.05%
2,100
253
$95K 0.04%
+2,400
254
$93K 0.04%
+1,285
255
$93K 0.04%
1,000
256
$92K 0.04%
+1,081
257
$89K 0.04%
400
-6,171
258
$89K 0.04%
1,600
-19,125
259
$88K 0.04%
2,955
-7,122
260
$87K 0.04%
2,546
-5,454
261
$87K 0.04%
+1,818
262
$86K 0.04%
+727
263
$84K 0.04%
+900
264
$82K 0.04%
+1,500
265
$81K 0.04%
+2,300
266
$78K 0.04%
+918
267
$77K 0.04%
1,834
268
$74K 0.03%
308
-2,070
269
$73K 0.03%
+6,948
270
$73K 0.03%
+300
271
$72K 0.03%
+1,600
272
$72K 0.03%
+270
273
$72K 0.03%
+714
274
$71K 0.03%
+1,368
275
$67K 0.03%
+493
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