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
376
$9K ﹤0.01%
+249
377
$9K ﹤0.01%
+47
378
$9K ﹤0.01%
+93
379
$9K ﹤0.01%
+569
380
$9K ﹤0.01%
+325
381
$9K ﹤0.01%
+131
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