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
276
$66K 0.03%
+480
277
$65K 0.03%
+400
278
$63K 0.03%
1,338
-118,979
279
$61K 0.03%
+367
280
$57K 0.03%
700
281
$56K 0.03%
+404
282
$51K 0.02%
+409
283
$48K 0.02%
+1,578
284
$47K 0.02%
+221
285
$47K 0.02%
+505
286
$45K 0.02%
+220
287
$45K 0.02%
+610
288
$40K 0.02%
+318
289
$39K 0.02%
+339
290
$38K 0.02%
+246
291
$37K 0.02%
+273
292
$37K 0.02%
+482
293
$36K 0.02%
+1,297
294
$35K 0.02%
+449
295
$35K 0.02%
675
-34,160
296
$35K 0.02%
+591
297
$33K 0.02%
509
-15,260
298
$32K 0.02%
1,100
+400
299
$31K 0.01%
+1,113
300
$31K 0.01%
490
-10
10 11
12
13 14