RA

Rational Advisors Portfolio holdings

AUM $976M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Sells

1 +$18.1M
2 +$5.57M
3 +$4.98M
4
PFE icon
Pfizer
PFE
+$2.56M
5
CRM icon
Salesforce
CRM
+$2.34M

Sector Composition

1 Consumer Discretionary 8.78%
2 Financials 5.89%
3 Technology 4.86%
4 Communication Services 3.09%
5 Industrials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,692