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
$1.21B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$4.43M
3
+$4.13M
4
PFE icon
Pfizer
PFE
+$3.99M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.95M

Top Sells

1
+$6.8M
2
+$6.51M
3
+$4.74M
4
TSM icon
TSMC
TSM
+$4.71M
5
HECO
Strategy Shares EcoLogical Strategy ETF
HECO
+$4.68M

Sector Composition

1 Industrials 16.02%
2 Energy 14.3%
3 Financials 13.87%
4 Technology 9.9%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$248K 0.02%
7,066
477
$247K 0.02%
2,855
+20
478
$245K 0.02%
10,000
479
$240K 0.02%
+10,000
480
$240K 0.02%
1,496
481
$240K 0.02%
2,022
-68
482
$238K 0.02%
6,406
+320
483
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2,223
-76
484
$236K 0.02%
4,890
-63
485
$234K 0.02%
7,736
486
$227K 0.02%
10,751
487
$226K 0.02%
9,193
-20,307
488
$225K 0.02%
1,738
-68
489
$225K 0.02%
6,900
490
$224K 0.02%
4,942
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491
$224K 0.02%
826
492
$223K 0.02%
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493
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2,306
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494
$221K 0.02%
10,397
495
$220K 0.02%
3,307
496
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1,280
497
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1,179
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498
$215K 0.02%
6,640
+332
499
$213K 0.02%
+30,000
500
$211K 0.02%
9,000
18 19
20
21 22