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

Top Buys

1
+$9.56M
2
+$6.84M
3
+$6.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.92M

Top Sells

1
+$10.9M
2
+$10.6M
3
+$8.95M
4
UI icon
Ubiquiti
UI
+$7.79M
5
AMT icon
American Tower
AMT
+$7.76M

Sector Composition

1 Consumer Discretionary 14.69%
2 Financials 12.56%
3 Technology 11.61%
4 Communication Services 11.28%
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%
6,880
+5,047
278
$53K 0.02%
987
-148
279
$53K 0.02%
1,206
+1,038
280
$53K 0.02%
813
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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
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292
$44K 0.01%
278
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293
$43K 0.01%
1,143
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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
12
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