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

Top Buys

1
+$11M
2
+$5.8M
3
+$4.55M
4
PGR icon
Progressive
PGR
+$3.56M
5
CRM icon
Salesforce
CRM
+$3.51M

Top Sells

1
+$7.19M
2
+$6.98M
3
+$6.34M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.03M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.65M

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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