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
$213M
AUM Growth
+$951K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$2.11M
3
+$2.01M
4
AMP icon
Ameriprise Financial
AMP
+$2.01M
5
RJF icon
Raymond James Financial
RJF
+$1.97M

Top Sells

1
+$3.08M
2
+$1.89M
3
+$1.77M
4
RTX icon
RTX Corp
RTX
+$1.76M
5
UHAL icon
U-Haul Holding Co
UHAL
+$1.74M

Sector Composition

1 Financials 17.89%
2 Technology 17.14%
3 Healthcare 11.37%
4 Consumer Discretionary 10.25%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K 0.01%
104
+90
352
$14K 0.01%
58
-1,242
353
$14K 0.01%
102
+37
354
$13K 0.01%
62
+25
355
$12K 0.01%
+3
356
$11K 0.01%
83
-17
357
$11K 0.01%
194
-118
358
$11K 0.01%
135
-4,065
359
$10K ﹤0.01%
72
-174
360
$10K ﹤0.01%
101
-2,368
361
$10K ﹤0.01%
217
-299
362
$10K ﹤0.01%
164
-193
363
$9K ﹤0.01%
+187
364
$9K ﹤0.01%
533
+263
365
$9K ﹤0.01%
101
-68
366
$9K ﹤0.01%
101
+80
367
$9K ﹤0.01%
85
-2,197
368
$9K ﹤0.01%
+68
369
$8K ﹤0.01%
47
+35
370
$8K ﹤0.01%
60
-7,470
371
$8K ﹤0.01%
113
-43,464
372
$8K ﹤0.01%
238
-48
373
$8K ﹤0.01%
+80
374
$8K ﹤0.01%
+398
375
$7K ﹤0.01%
+143
13 14
15
16 17