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
$212M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.76M
3
+$2.73M
4
AMT icon
American Tower
AMT
+$2.26M
5
ROP icon
Roper Technologies
ROP
+$2.16M

Top Sells

1
+$12.6M
2
+$5.6M
3
+$2.18M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$2.15M
5
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$2.1M

Sector Composition

1 Financials 16.72%
2 Technology 14.15%
3 Consumer Discretionary 10.92%
4 Consumer Staples 10.31%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
+92
427
$4K ﹤0.01%
+80
428
$4K ﹤0.01%
+146
429
$4K ﹤0.01%
+58
430
$4K ﹤0.01%
+190
431
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+203
432
$4K ﹤0.01%
+93
433
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+27
434
$4K ﹤0.01%
50
435
$4K ﹤0.01%
+64
436
$4K ﹤0.01%
+293
437
$4K ﹤0.01%
+1,723
438
$4K ﹤0.01%
+113
439
$3K ﹤0.01%
+50
440
$3K ﹤0.01%
+19
441
$3K ﹤0.01%
+22
442
$3K ﹤0.01%
+77
443
$3K ﹤0.01%
+78
444
$3K ﹤0.01%
+37
445
$3K ﹤0.01%
+45
446
$3K ﹤0.01%
+97
447
$3K ﹤0.01%
+63
448
$3K ﹤0.01%
+63
449
$3K ﹤0.01%
+63
450
$3K ﹤0.01%
+67
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