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
301
$31K 0.01%
+324
302
$30K 0.01%
1,609
-3,691
303
$30K 0.01%
+2,100
304
$29K 0.01%
2,500
-500
305
$29K 0.01%
+216
306
$28K 0.01%
269
-1,731
307
$28K 0.01%
+769
308
$27K 0.01%
+397
309
$27K 0.01%
+94
310
$27K 0.01%
+516
311
$26K 0.01%
+276
312
$26K 0.01%
+1,184
313
$25K 0.01%
+417
314
$25K 0.01%
+271
315
$25K 0.01%
400
+175
316
$24K 0.01%
400
+100
317
$24K 0.01%
+171
318
$23K 0.01%
97
-3,403
319
$22K 0.01%
+719
320
$22K 0.01%
+434
321
$21K 0.01%
+97
322
$21K 0.01%
340
-25,172
323
$21K 0.01%
+125
324
$21K 0.01%
+220
325
$21K 0.01%
+199
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