We are live on ! Find out more
RA

Rational Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.5M
3
+$12.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.77M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.44M

Top Sells

1
+$16.1M
2
+$2.56M
3
+$2.03M
4
META icon
Meta Platforms (Facebook)
META
+$2.01M
5
AMT icon
American Tower
AMT
+$1.76M

Sector Composition

1 Technology 9.27%
2 Consumer Discretionary 8.74%
3 Financials 6.93%
4 Healthcare 4.08%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-9,631
402
– –
-4,113
403
– –
-18
404
– –
-66
405
– –
-270
406
– –
-1,042
407
– –
-28
408
– –
-560
409
– –
-445
410
– –
-1,366
411
– –
-1,607
412
– –
-452
413
– –
-479
414
– –
-320
415
– –
-21
416
– –
-33
417
– –
-916
418
– –
-38
419
– –
-13
420
– –
-1,440
421
– –
-29
422
– –
-352
423
– –
-62
424
– –
-4,990
425
– –
-20
15 16
17
18 19