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
676
$88K 0.01%
2,661
-1,327
677
$88K 0.01%
3,400
678
$85K 0.01%
8,520
-174
679
$84K 0.01%
1,249
-1,345
680
$83K 0.01%
7,683
-95
681
$82K 0.01%
20,584
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682
$82K 0.01%
1,700
-76
683
$82K 0.01%
2,597
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684
$82K 0.01%
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685
$81K 0.01%
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686
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687
$80K 0.01%
1,466
688
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5,609
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689
$76K 0.01%
755
-21,245
690
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5,682
691
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693
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4,182
694
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3,111
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696
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4,603
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697
$65K 0.01%
755
698
$64K ﹤0.01%
6,656
699
$60K ﹤0.01%
4,461
+223
700
$58K ﹤0.01%
1,700
26 27
28
29 30