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
451
$3K ﹤0.01%
+74
452
$3K ﹤0.01%
+71
453
$3K ﹤0.01%
+28
454
$3K ﹤0.01%
+97
455
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+106
456
$3K ﹤0.01%
9
-1,217
457
$3K ﹤0.01%
+278
458
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+14
459
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460
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461
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462
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463
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+42
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465
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+68
466
$3K ﹤0.01%
+14
467
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+59
468
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469
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+1
470
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10
-265
471
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+16
472
$2K ﹤0.01%
+13
473
$2K ﹤0.01%
+251
474
$2K ﹤0.01%
+150
475
$2K ﹤0.01%
+102