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
$193M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$2.65M
3
+$2.47M
4
VZ icon
Verizon
VZ
+$2.38M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Top Sells

1
+$10.9M
2
+$3.56M
3
+$2.65M
4
NLY icon
Annaly Capital Management
NLY
+$2.39M
5
SPOT icon
Spotify
SPOT
+$1.47M

Sector Composition

1 Technology 13.96%
2 Financials 9.29%
3 Consumer Discretionary 8.93%
4 Healthcare 7.98%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21K 0.01%
+307
277
$21K 0.01%
+331
278
$20K 0.01%
+282
279
$20K 0.01%
+546
280
$20K 0.01%
+387
281
$20K 0.01%
+131
282
$20K 0.01%
+81
283
$20K 0.01%
+2,265
284
$19K 0.01%
17
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285
$19K 0.01%
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286
$19K 0.01%
+283
287
$19K 0.01%
+1,666
288
$18K 0.01%
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289
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290
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291
$18K 0.01%
+2,544
292
$18K 0.01%
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293
$18K 0.01%
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294
$17K 0.01%
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295
$17K 0.01%
97
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296
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281
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298
$17K 0.01%
217
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299
$17K 0.01%
+795
300
$17K 0.01%
+492
10 11
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