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
701
$58K ﹤0.01%
2,683
-88
702
$55K ﹤0.01%
3,520
703
$55K ﹤0.01%
1,578
+1
704
$54K ﹤0.01%
1,200
705
$54K ﹤0.01%
2,400
706
$53K ﹤0.01%
1,840
707
$50K ﹤0.01%
180
708
$49K ﹤0.01%
1,792
709
$49K ﹤0.01%
560
710
$48K ﹤0.01%
640
711
$48K ﹤0.01%
2,272
712
$47K ﹤0.01%
2,500
-10,500
713
$45K ﹤0.01%
384
714
$45K ﹤0.01%
4,566
715
$43K ﹤0.01%
2,240
716
$42K ﹤0.01%
915
-6,350
717
$41K ﹤0.01%
568
718
$41K ﹤0.01%
+1,216
719
$41K ﹤0.01%
1,232
720
$40K ﹤0.01%
3,000
721
$38K ﹤0.01%
35,000
722
$36K ﹤0.01%
567
723
$32K ﹤0.01%
32
724
$32K ﹤0.01%
3,584
725
$31K ﹤0.01%
592
27 28
29
30 31