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RA

Rational Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
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
+$6.84M
3
+$6.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.92M

Top Sells

1
+$10.9M
2
+$10.6M
3
+$8.95M
4
UI icon
Ubiquiti
UI
+$7.79M
5
AMT icon
American Tower
AMT
+$7.76M

Sector Composition

1 Consumer Discretionary 14.69%
2 Financials 12.56%
3 Technology 11.61%
4 Communication Services 11.28%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
60
-53,528
502
$1K ﹤0.01%
20
-1,455
503
$1K ﹤0.01%
8
-5
504
$1K ﹤0.01%
15
-898
505
$1K ﹤0.01%
6
-797
506
$1K ﹤0.01%
7
507
$1K ﹤0.01%
9
-10
508
$1K ﹤0.01%
20
-23
509
$1K ﹤0.01%
16
-2,055
510
$1K ﹤0.01%
30
-60
511
$1K ﹤0.01%
52
+9
512
$1K ﹤0.01%
11
-35,693
513
$1K ﹤0.01%
25
-251
514
$1K ﹤0.01%
+101
515
– –
-42,700
516
– –
-91
517
– –
-4,200
518
– –
-98
519
– –
-17,600
520
– –
-17,101
521
– –
-79,020
522
– –
-762
523
– –
-75
524
– –
-16,445
525
– –
-447
19 20
21
22 23