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
$193M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1 +$6.66M
2 +$2.66M
3 +$2.38M
4
VZ icon
Verizon
VZ
+$2.33M
5
DOCU icon
DocuSign
DOCU
+$1.84M

Top Sells

1 +$11.5M
2 +$3.56M
3 +$2.72M
4
NLY icon
Annaly Capital Management
NLY
+$2.54M
5
SPOT icon
Spotify
SPOT
+$2.21M

Sector Composition

1 Technology 13.96%
2 Financials 9.29%
3 Consumer Discretionary 8.93%
4 Healthcare 7.98%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11K 0.01%
+898
352
$11K 0.01%
+1,211
353
$11K 0.01%
+218
354
$11K 0.01%
+1,546
355
$10K 0.01%
+286
356
$10K 0.01%
+65
357
$10K 0.01%
+13
358
$10K 0.01%
+167
359
$10K 0.01%
+210
360
$10K 0.01%
+58
361
$10K 0.01%
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362
$10K 0.01%
+122
363
$10K 0.01%
+110
364
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+170
365
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+313
366
$10K 0.01%
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367
$10K 0.01%
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368
$10K 0.01%
+493
369
$9K ﹤0.01%
+87
370
$9K ﹤0.01%
116
-4,281
371
$9K ﹤0.01%
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372
$9K ﹤0.01%
+1,821
373
$9K ﹤0.01%
+352
374
$9K ﹤0.01%
+29
375
$9K ﹤0.01%
+253