RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$8.16M
2 +$8.1M
3 +$5.35M
4
NOW icon
ServiceNow
NOW
+$5.21M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$5.17M

Top Sells

1 +$25.2M
2 +$8.65M
3 +$6.27M
4
NEE.PRT
NextEra Energy 7.234% Corporate Units
NEE.PRT
+$5.5M
5
AMZN icon
Amazon
AMZN
+$5.01M

Sector Composition

1 Technology 3.25%
2 Consumer Discretionary 2.55%
3 Communication Services 2.54%
4 Financials 2.54%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRSP icon
101
CRISPR Therapeutics
CRSP
$5.29B
$104K 0.01%
+2,131
UNH icon
102
UnitedHealth
UNH
$323B
$101K 0.01%
+324
CEG icon
103
Constellation Energy
CEG
$105B
$101K 0.01%
312
-83
VST icon
104
Vistra
VST
$54.3B
$99.4K 0.01%
513
-210
NRG icon
105
NRG Energy
NRG
$28.6B
$97.3K 0.01%
606
-399
BLK icon
106
Blackrock
BLK
$175B
$75.5K 0.01%
+72
CSCO icon
107
Cisco
CSCO
$295B
$74.9K 0.01%
+1,080
CRM icon
108
Salesforce
CRM
$214B
$68.7K 0.01%
+252
ABT icon
109
Abbott
ABT
$187B
$68.5K 0.01%
+504
FICO icon
110
Fair Isaac
FICO
$36.6B
$65.8K 0.01%
+36
ASML icon
111
ASML
ASML
$539B
$57.7K 0.01%
+72
AXP icon
112
American Express
AXP
$249B
$57.4K 0.01%
+180
INTU icon
113
Intuit
INTU
$157B
$56.7K 0.01%
+72
AMD icon
114
Advanced Micro Devices
AMD
$423B
$56.2K 0.01%
+396
LIN icon
115
Linde
LIN
$211B
$50.7K 0.01%
+108
BSX icon
116
Boston Scientific
BSX
$137B
$46.4K ﹤0.01%
+432
TXN icon
117
Texas Instruments
TXN
$176B
$44.8K ﹤0.01%
+216
SYK icon
118
Stryker
SYK
$136B
$42.7K ﹤0.01%
+108
ADBE icon
119
Adobe
ADBE
$124B
$41.8K ﹤0.01%
+108
AMGN icon
120
Amgen
AMGN
$186B
$40.2K ﹤0.01%
+144
ISRG icon
121
Intuitive Surgical
ISRG
$186B
$39.1K ﹤0.01%
72
-1,428
NBIS
122
Nebius Group N.V.
NBIS
$23.8B
$38.5K ﹤0.01%
+695
SPGI icon
123
S&P Global
SPGI
$162B
$38K ﹤0.01%
+72
SNPS icon
124
Synopsys
SNPS
$95.9B
$36.9K ﹤0.01%
+72
DE icon
125
Deere & Co
DE
$139B
$36.6K ﹤0.01%
+72