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
801
$13K ﹤0.01%
272
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803
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80
804
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96
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807
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808
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352
809
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810
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700
811
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284
812
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813
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815
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816
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320
817
$11K ﹤0.01%
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818
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819
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306
824
$11K ﹤0.01%
160
825
$10K ﹤0.01%
384