We are live on ! Find out more
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
$137M
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.91M
3
+$3.64M
4
NLY icon
Annaly Capital Management
NLY
+$3.45M
5
BND icon
Vanguard Total Bond Market
BND
+$2.05M

Top Sells

1
+$5.54M
2
+$4.94M
3
+$2.52M
4
EA icon
Electronic Arts
EA
+$2.5M
5
MA icon
Mastercard
MA
+$2.43M

Sector Composition

1 Technology 8.96%
2 Consumer Discretionary 8.18%
3 Financials 5.76%
4 Real Estate 5.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36K 0.03%
350
-1,484
152
$33K 0.02%
550
+180
153
$32K 0.02%
550
-23,670
154
$19K 0.01%
+160
155
$13K 0.01%
720
+640
156
$12K 0.01%
14
-98
157
– –
-3,779
158
– –
-46
159
– –
-2,089
160
– –
-7,075
161
– –
-2,666
162
– –
-4,576
163
– –
-2,483
164
– –
-20,100
165
– –
-1,396
166
– –
-2,985
167
– –
-102
168
– –
-1,135
169
– –
-2,200
170
– –
-2,350
171
– –
-616
172
– –
-82
173
– –
-12,138
174
– –
-792
175
– –
-6,690
5 6
7
8 9