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
751
$21K ﹤0.01%
1,200
752
$21K ﹤0.01%
1,100
753
$20K ﹤0.01%
640
-84,200
754
$20K ﹤0.01%
240
755
$20K ﹤0.01%
384
756
$20K ﹤0.01%
624
757
$20K ﹤0.01%
1,200
-30,000
758
$20K ﹤0.01%
1,008
759
$20K ﹤0.01%
224
760
$19K ﹤0.01%
368
761
$19K ﹤0.01%
208
762
$19K ﹤0.01%
266
-1,664
763
$18K ﹤0.01%
480
764
$18K ﹤0.01%
352
765
$18K ﹤0.01%
240
766
$18K ﹤0.01%
96
767
$17K ﹤0.01%
352
768
$17K ﹤0.01%
448
769
$17K ﹤0.01%
416
770
$17K ﹤0.01%
208
771
$17K ﹤0.01%
240
772
$17K ﹤0.01%
456
773
$17K ﹤0.01%
160
774
$17K ﹤0.01%
784
775
$17K ﹤0.01%
272
29 30
31
32 33