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
576
$135K 0.01%
3,544
-24
577
$135K 0.01%
8,873
-233
578
$134K 0.01%
1,810
+90
579
$134K 0.01%
1,782
-60
580
$134K 0.01%
2,111
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581
$133K 0.01%
2,714
-82
582
$133K 0.01%
2,397
-43
583
$132K 0.01%
2,269
-67
584
$131K 0.01%
2,893
-21
585
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4,013
-34
586
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3,892
-57
587
$131K 0.01%
2,680
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588
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5,282
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1,959
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591
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2,075
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4,152
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595
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809
-46
596
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+1,800
597
$125K 0.01%
1,877
-42
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$124K 0.01%
4,163
-106
599
$123K 0.01%
2,396
-43
600
$121K 0.01%
3,870
-62
22 23
24
25 26