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
776
$17K ﹤0.01%
256
777
$16K ﹤0.01%
208
778
$16K ﹤0.01%
240
779
$16K ﹤0.01%
464
780
$16K ﹤0.01%
300
781
$16K ﹤0.01%
312
782
$16K ﹤0.01%
376
783
$15K ﹤0.01%
2,128
784
$15K ﹤0.01%
208
785
$15K ﹤0.01%
560
786
$15K ﹤0.01%
848
787
$15K ﹤0.01%
160
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$15K ﹤0.01%
416
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789
$14K ﹤0.01%
380
790
$14K ﹤0.01%
96
791
$14K ﹤0.01%
384
792
$14K ﹤0.01%
480
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$14K ﹤0.01%
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794
$14K ﹤0.01%
240
795
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1,024
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$13K ﹤0.01%
320
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$13K ﹤0.01%
432
798
$13K ﹤0.01%
208
799
$13K ﹤0.01%
160
800
$13K ﹤0.01%
416
-7,160