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
$1.02B
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.76M
3
+$4.45M
4
CRM icon
Salesforce
CRM
+$3.68M
5
PGR icon
Progressive
PGR
+$3.39M

Top Sells

1
+$6.96M
2
+$6.58M
3
+$6.35M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$5.97M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.71M

Sector Composition

1 Consumer Discretionary 2.77%
2 Technology 2.7%
3 Communication Services 1.93%
4 Financials 1.88%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
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