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
$193M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.44M
3
+$2.2M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$2.15M
5
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$2.1M

Top Sells

1
+$3.9M
2
+$2.28M
3
+$2.21M
4
TJX icon
TJX Companies
TJX
+$2.04M
5
CVX icon
Chevron
CVX
+$2.03M

Sector Composition

1 Financials 14.62%
2 Technology 12.64%
3 Consumer Discretionary 12.42%
4 Healthcare 9.33%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$381K 0.2%
4,185
-300
152
$374K 0.19%
3,100
+900
153
$370K 0.19%
6,900
-1,600
154
$370K 0.19%
65,440
-108,800
155
$357K 0.18%
4,449
+1,430
156
$348K 0.18%
3,000
+700
157
$346K 0.18%
7,200
-2,000
158
$338K 0.18%
14,085
+13,285
159
$334K 0.17%
5,500
-64,263
160
$332K 0.17%
+4,223
161
$332K 0.17%
10,077
-66,948
162
$329K 0.17%
4,800
-436
163
$323K 0.17%
186
-889
164
$320K 0.17%
8,000
+1,600
165
$313K 0.16%
2,500
-16,200
166
$300K 0.16%
+3,657
167
$289K 0.15%
13,800
+1,300
168
$280K 0.15%
2,354
+800
169
$276K 0.14%
2,900
+500
170
$266K 0.14%
2,550
-3,470
171
$264K 0.14%
+2,700
172
$260K 0.13%
+20,000
173
$260K 0.13%
+2,600
174
$259K 0.13%
+38,300
175
$257K 0.13%
+4,800
5 6
7
8 9