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
$320M
AUM Growth
-$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.34M
3
+$5.84M
4
WFC icon
Wells Fargo
WFC
+$5.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.67M

Top Sells

1
+$10.1M
2
+$9.77M
3
+$8.56M
4
AMT icon
American Tower
AMT
+$7.84M
5
UI icon
Ubiquiti
UI
+$7.79M

Sector Composition

1 Consumer Discretionary 14.69%
2 Financials 12.56%
3 Technology 11.62%
4 Communication Services 11.26%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$55K 0.02%
1,522
+762
277
$53K 0.02%
813
+796
278
$53K 0.02%
6,880
+5,047
279
$53K 0.02%
987
-148
280
$53K 0.02%
1,206
+1,038
281
$52K 0.02%
1,044
-134
282
$51K 0.02%
3,011
+2,338
283
$50K 0.02%
2,018
+420
284
$49K 0.02%
+400
285
$49K 0.02%
+3,203
286
$47K 0.01%
1,835
-60
287
$47K 0.01%
876
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288
$46K 0.01%
1,255
+791
289
$46K 0.01%
1,671
+1,645
290
$46K 0.01%
174
-6,334
291
$45K 0.01%
300
-141
292
$44K 0.01%
278
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293
$43K 0.01%
1,143
+1,085
294
$43K 0.01%
500
-200
295
$42K 0.01%
2,536
+2,040
296
$42K 0.01%
629
-9,402
297
$42K 0.01%
228
-389
298
$42K 0.01%
308
+305
299
$41K 0.01%
2,222
+1,283
300
$41K 0.01%
1,557
+1,545
10 11
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