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
$541M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Sells

1 +$5.44M
2 +$4.93M
3 +$2.56M
4
CRM icon
Salesforce
CRM
+$2.34M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

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