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RA

Rational Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$5.65M
3
+$5.6M
4
MCHPP
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
+$4.4M
5
INTU icon
Intuit
INTU
+$3.68M

Top Sells

1
+$12M
2
+$9.26M
3
+$7.3M
4
APO.PRA icon
Apollo Global Management Series A
APO.PRA
+$6.41M
5
CYBR
CyberArk
CYBR
+$5.7M

Sector Composition

1 Technology 4.6%
2 Communication Services 2.81%
3 Consumer Discretionary 2.79%
4 Financials 2.24%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$285K 0.03%
+4,637
102
$282K 0.03%
+1,400
103
$249K 0.02%
+963
104
$230K 0.02%
+3,637
105
$205K 0.02%
1,046
+533
106
$194K 0.02%
1,196
+590
107
$150K 0.01%
263
+11
108
$117K 0.01%
+2,044
109
$109K 0.01%
113
+41
110
$89.1K 0.01%
258
-66
111
$80.3K 0.01%
1,174
+94
112
$79.2K 0.01%
331
-8,493
113
$73.3K 0.01%
102
+30
114
$68.7K 0.01%
513
+9
115
$67.1K 0.01%
+671
116
$65.9K 0.01%
278
+26
117
$65.5K 0.01%
138
+30
118
$64.5K 0.01%
+649
119
$51.7K 0.01%
311
-3,421
120
$49.5K ﹤0.01%
370
+82
121
$48.7K ﹤0.01%
265
+49
122
$47.9K ﹤0.01%
234
+54
123
$43.8K ﹤0.01%
90
+18
124
$43.7K ﹤0.01%
155
+11
125
$42.5K ﹤0.01%
435
+3
3 4
5
6 7