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
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.44M
3
+$2.2M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$2.15M
5
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$2.1M

Top Sells

1
+$3.9M
2
+$2.28M
3
+$2.21M
4
TJX icon
TJX Companies
TJX
+$2.04M
5
CVX icon
Chevron
CVX
+$2.03M

Sector Composition

1 Financials 14.62%
2 Technology 12.64%
3 Consumer Discretionary 12.42%
4 Healthcare 9.33%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.79%
39,569
27
$1.5M 0.78%
+17,227
28
$1.5M 0.78%
+52,678
29
$1.48M 0.77%
+7,681
30
$1.47M 0.76%
+21,058
31
$1.47M 0.76%
+19,980
32
$1.46M 0.76%
+13,661
33
$1.45M 0.75%
+13,524
34
$1.45M 0.75%
12,081
+1,999
35
$1.45M 0.75%
+18,799
36
$1.44M 0.74%
+9,726
37
$1.43M 0.74%
27,220
-18,140
38
$1.43M 0.74%
+34,835
39
$1.42M 0.74%
48,200
-63,200
40
$1.42M 0.74%
37,121
+22,721
41
$1.42M 0.73%
176,530
+38,200
42
$1.41M 0.73%
55,060
-1,860
43
$1.41M 0.73%
25,512
+7,812
44
$1.39M 0.72%
+6,252
45
$1.38M 0.72%
6,509
-2,136
46
$1.37M 0.71%
21,150
+6,200
47
$1.36M 0.71%
9,309
+4,288
48
$1.34M 0.7%
6,999
+1,749
49
$1.33M 0.69%
20,725
+9,800
50
$1.32M 0.69%
28,658
-42,492
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