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
726
$29K ﹤0.01%
368
727
$28K ﹤0.01%
272
-2,000
728
$27K ﹤0.01%
571
729
$27K ﹤0.01%
336
730
$27K ﹤0.01%
288
731
$26K ﹤0.01%
5,120
732
$25K ﹤0.01%
368
733
$25K ﹤0.01%
1,120
-5,000
734
$25K ﹤0.01%
416
735
$25K ﹤0.01%
976
736
$25K ﹤0.01%
1,100
737
$24K ﹤0.01%
383
738
$24K ﹤0.01%
6,486
739
$24K ﹤0.01%
1,000
740
$23K ﹤0.01%
496
741
$23K ﹤0.01%
416
742
$23K ﹤0.01%
1,000
743
$22K ﹤0.01%
448
744
$22K ﹤0.01%
496
745
$22K ﹤0.01%
544
746
$22K ﹤0.01%
304
747
$22K ﹤0.01%
768
748
$22K ﹤0.01%
448
749
$22K ﹤0.01%
368
-47
750
$22K ﹤0.01%
241
28 29
30
31 32