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
376
$9K ﹤0.01%
+93
377
$9K ﹤0.01%
+569
378
$9K ﹤0.01%
+325
379
$9K ﹤0.01%
+131
380
$9K ﹤0.01%
+63
381
$9K ﹤0.01%
+1,821
382
$8K ﹤0.01%
+208
383
$8K ﹤0.01%
+67
384
$8K ﹤0.01%
+739
385
$8K ﹤0.01%
+784
386
$8K ﹤0.01%
+82
387
$8K ﹤0.01%
300
-34,635
388
$8K ﹤0.01%
+736
389
$8K ﹤0.01%
+215
390
$7K ﹤0.01%
+95
391
$7K ﹤0.01%
+178
392
$7K ﹤0.01%
+40
393
$7K ﹤0.01%
+362
394
$7K ﹤0.01%
+812
395
$7K ﹤0.01%
+48
396
$7K ﹤0.01%
+288
397
$7K ﹤0.01%
68
-1,490
398
$7K ﹤0.01%
+157
399
$7K ﹤0.01%
+115
400
$7K ﹤0.01%
+548
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