We are live on ! Find out more
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
576
– –
-1,430
577
– –
-14,000
578
– –
-5,000
579
– –
-199,787
580
– –
-14,667
581
– –
-6,691
582
– –
-46,820
583
$0 ﹤0.01%
5
-119
584
– –
-7,548
585
– –
-191,355
586
– –
-119,304
587
– –
-16,900
588
– –
-19
589
– –
-9,911
590
– –
-267
20 21 22 23
24