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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
$320M
AUM Growth
-$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.84M
3
+$6.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.92M

Top Sells

1
+$10.9M
2
+$10.6M
3
+$8.95M
4
UI icon
Ubiquiti
UI
+$7.79M
5
AMT icon
American Tower
AMT
+$7.76M

Sector Composition

1 Consumer Discretionary 14.69%
2 Financials 12.56%
3 Technology 11.61%
4 Communication Services 11.28%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
123
-98
427
$5K ﹤0.01%
41
+36
428
$5K ﹤0.01%
370
-1,925
429
$5K ﹤0.01%
83
+61
430
$5K ﹤0.01%
37
-92
431
$5K ﹤0.01%
66
+49
432
$5K ﹤0.01%
46
-510
433
$5K ﹤0.01%
47
+39
434
$5K ﹤0.01%
845
+678
435
$4K ﹤0.01%
184
+19
436
$4K ﹤0.01%
48
-783
437
$4K ﹤0.01%
31
-4,360
438
$4K ﹤0.01%
48
-357
439
$4K ﹤0.01%
11
+1
440
$4K ﹤0.01%
+302
441
$4K ﹤0.01%
33
-28
442
$4K ﹤0.01%
+170
443
$4K ﹤0.01%
101
+63
444
$4K ﹤0.01%
184
-322
445
$4K ﹤0.01%
39
-15
446
$3K ﹤0.01%
73
-33
447
$3K ﹤0.01%
48
-911
448
$3K ﹤0.01%
55
-318
449
$3K ﹤0.01%
+103
450
$3K ﹤0.01%
72
-29
16 17
18
19 20