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
376
$13K ﹤0.01%
197
+156
377
$13K ﹤0.01%
296
-1,636
378
$12K ﹤0.01%
92
+39
379
$12K ﹤0.01%
+154
380
$12K ﹤0.01%
113
+97
381
$12K ﹤0.01%
111
-406
382
$12K ﹤0.01%
196
-2,581
383
$12K ﹤0.01%
206
-893
384
$12K ﹤0.01%
237
-598
385
$11K ﹤0.01%
276
-1,654
386
$10K ﹤0.01%
+262
387
$10K ﹤0.01%
25
-110
388
$10K ﹤0.01%
317
-25,368
389
$10K ﹤0.01%
169
-32,968
390
$10K ﹤0.01%
78
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391
$10K ﹤0.01%
105
-3,535
392
$9K ﹤0.01%
108
+97
393
$9K ﹤0.01%
+33
394
$9K ﹤0.01%
59
+53
395
$9K ﹤0.01%
24
+22
396
$9K ﹤0.01%
125
-462
397
$9K ﹤0.01%
151
+85
398
$9K ﹤0.01%
177
-66
399
$9K ﹤0.01%
152
+145
400
$8K ﹤0.01%
+248
14 15
16
17 18