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

Top Buys

1
+$6.32M
2
+$2.65M
3
+$2.47M
4
VZ icon
Verizon
VZ
+$2.38M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Top Sells

1
+$10.9M
2
+$3.56M
3
+$2.65M
4
NLY icon
Annaly Capital Management
NLY
+$2.39M
5
SPOT icon
Spotify
SPOT
+$1.47M

Sector Composition

1 Technology 13.96%
2 Financials 9.29%
3 Consumer Discretionary 8.93%
4 Healthcare 7.98%
5 Communication Services 6.29%
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
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+13
358
$10K 0.01%
+167
359
$10K 0.01%
+210
360
$10K 0.01%
+58
361
$10K 0.01%
+247
362
$10K 0.01%
+122
363
$10K 0.01%
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364
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+170
365
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366
$10K 0.01%
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367
$10K 0.01%
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368
$10K 0.01%
+69
369
$9K ﹤0.01%
+87
370
$9K ﹤0.01%
116
-4,281
371
$9K ﹤0.01%
+352
372
$9K ﹤0.01%
+29
373
$9K ﹤0.01%
+253
374
$9K ﹤0.01%
+249
375
$9K ﹤0.01%
+47
13 14
15
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