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
351
$14K 0.01%
+6
352
$14K 0.01%
+368
353
$14K 0.01%
+86
354
$14K 0.01%
+409
355
$13K 0.01%
+128
356
$12K 0.01%
+358
357
$12K 0.01%
+600
358
$12K 0.01%
+170
359
$12K 0.01%
+258
360
$12K 0.01%
+211
361
$12K 0.01%
1,300
-100
362
$12K 0.01%
+1,000
363
$11K 0.01%
+157
364
$11K 0.01%
+413
365
$11K 0.01%
101
-11,980
366
$11K 0.01%
+60
367
$11K 0.01%
+176
368
$11K 0.01%
+218
369
$11K 0.01%
107
-2,593
370
$11K 0.01%
+354
371
$11K 0.01%
700
372
$10K ﹤0.01%
+134
373
$10K ﹤0.01%
+118
374
$10K ﹤0.01%
500
-500
375
$10K ﹤0.01%
+510
13 14
15
16 17