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
326
$31K 0.01%
1,845
+1,570
327
$31K 0.01%
1,440
-1,246
328
$30K 0.01%
18
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329
$29K 0.01%
1,720
-2,236
330
$29K 0.01%
3,020
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331
$27K 0.01%
247
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332
$27K 0.01%
173
+22
333
$27K 0.01%
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334
$27K 0.01%
1,827
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335
$26K 0.01%
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336
$26K 0.01%
207
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337
$25K 0.01%
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338
$25K 0.01%
2,189
-19,897
339
$24K 0.01%
19
+14
340
$23K 0.01%
455
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341
$23K 0.01%
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343
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382
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344
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483
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345
$21K 0.01%
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346
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+132
347
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783
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348
$21K 0.01%
773
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349
$20K 0.01%
+400
350
$20K 0.01%
393
-1,104
12 13
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15 16