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
$212M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.76M
3
+$2.73M
4
AMT icon
American Tower
AMT
+$2.26M
5
ROP icon
Roper Technologies
ROP
+$2.16M

Top Sells

1
+$12.6M
2
+$5.6M
3
+$2.18M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$2.15M
5
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$2.1M

Sector Composition

1 Financials 16.72%
2 Technology 14.15%
3 Consumer Discretionary 10.92%
4 Consumer Staples 10.31%
5 Healthcare 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+75
477
$2K ﹤0.01%
+21
478
$2K ﹤0.01%
+39
479
$2K ﹤0.01%
+14
480
$2K ﹤0.01%
+180
481
$2K ﹤0.01%
+21
482
$2K ﹤0.01%
37
-5,463
483
$2K ﹤0.01%
+15
484
$2K ﹤0.01%
+57
485
$2K ﹤0.01%
+55
486
$1K ﹤0.01%
+87
487
$1K ﹤0.01%
+14
488
$1K ﹤0.01%
+38
489
$1K ﹤0.01%
+8
490
$1K ﹤0.01%
14
-11,636
491
$1K ﹤0.01%
+36
492
$1K ﹤0.01%
+18
493
$1K ﹤0.01%
38
-13,762
494
$1K ﹤0.01%
+21
495
$1K ﹤0.01%
+9
496
$1K ﹤0.01%
+55
497
$1K ﹤0.01%
+95
498
$1K ﹤0.01%
14
-2,586
499
$1K ﹤0.01%
+11
500
$1K ﹤0.01%
+19
18 19
20
21 22