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
326
$21K 0.01%
+357
327
$20K 0.01%
+187
328
$20K 0.01%
+496
329
$19K 0.01%
+94
330
$19K 0.01%
+83
331
$19K 0.01%
+319
332
$18K 0.01%
1,200
+200
333
$17K 0.01%
+31
334
$17K 0.01%
+522
335
$17K 0.01%
563
-52,115
336
$17K 0.01%
+169
337
$16K 0.01%
+165
338
$16K 0.01%
184
-944
339
$16K 0.01%
+199
340
$16K 0.01%
+495
341
$16K 0.01%
+312
342
$16K 0.01%
1,700
-300
343
$16K 0.01%
+858
344
$15K 0.01%
100
-4,815
345
$15K 0.01%
+700
346
$15K 0.01%
1,500
347
$15K 0.01%
+150
348
$15K 0.01%
+257
349
$15K 0.01%
+278
350
$14K 0.01%
+100
12 13
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