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

Top Buys

1
+$9.56M
2
+$6.34M
3
+$5.84M
4
WFC icon
Wells Fargo
WFC
+$5.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.67M

Top Sells

1
+$10.1M
2
+$9.77M
3
+$8.56M
4
AMT icon
American Tower
AMT
+$7.84M
5
UI icon
Ubiquiti
UI
+$7.79M

Sector Composition

1 Consumer Discretionary 14.69%
2 Financials 12.56%
3 Technology 11.62%
4 Communication Services 11.26%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
140
-271
452
$3K ﹤0.01%
81
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453
$3K ﹤0.01%
223
-2,866
454
$3K ﹤0.01%
130
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455
$3K ﹤0.01%
92
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456
$3K ﹤0.01%
119
457
$3K ﹤0.01%
64
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458
$3K ﹤0.01%
210
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459
$3K ﹤0.01%
109
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460
$3K ﹤0.01%
17
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461
$3K ﹤0.01%
21
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462
$3K ﹤0.01%
20
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463
$3K ﹤0.01%
22
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464
$3K ﹤0.01%
35
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465
$3K ﹤0.01%
77
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466
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467
$3K ﹤0.01%
25
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468
$3K ﹤0.01%
126
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469
$2K ﹤0.01%
28
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470
$2K ﹤0.01%
26
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$2K ﹤0.01%
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$2K ﹤0.01%
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473
$2K ﹤0.01%
17
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474
$2K ﹤0.01%
22
-8
475
$2K ﹤0.01%
12
-3
17 18
19
20 21