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
$320M
AUM Growth
-$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.34M
3
+$5.84M
4
WFC icon
Wells Fargo
WFC
+$5.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.67M

Top Sells

1
+$10.1M
2
+$9.77M
3
+$8.56M
4
AMT icon
American Tower
AMT
+$7.84M
5
UI icon
Ubiquiti
UI
+$7.79M

Sector Composition

1 Consumer Discretionary 14.69%
2 Financials 12.56%
3 Technology 11.62%
4 Communication Services 11.26%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
125
-2
352
$20K 0.01%
122
+54
353
$20K 0.01%
390
-9,153
354
$20K 0.01%
290
-57,807
355
$20K 0.01%
211
-184
356
$19K 0.01%
683
+291
357
$19K 0.01%
+514
358
$19K 0.01%
204
-49
359
$19K 0.01%
422
+190
360
$18K 0.01%
2,658
+2,295
361
$18K 0.01%
124
-278
362
$17K 0.01%
195
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363
$17K 0.01%
466
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364
$16K 0.01%
615
-878
365
$16K 0.01%
809
-1,525
366
$15K ﹤0.01%
536
+493
367
$15K ﹤0.01%
293
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368
$15K ﹤0.01%
200
-19,500
369
$15K ﹤0.01%
174
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370
$15K ﹤0.01%
1,016
-15
371
$15K ﹤0.01%
167
-950
372
$14K ﹤0.01%
305
-1,505
373
$14K ﹤0.01%
122
+97
374
$13K ﹤0.01%
75
+71
375
$13K ﹤0.01%
200
-19,200
13 14
15
16 17