RA
Rational Advisors Portfolio holdings
AUM
$1.01B
1-Year Est. Return
10.75%
1 Year Est. Return
+10.75%
AUM
$1.01B
AUM Growth
+$18.3M
(+1.8%)
Holding
201
Top Buys
| 1 | +$8.16M | |
| 2 | +$8.1M | |
| 3 | +$5.35M | |
| 4 |
ServiceNow
NOW
|
+$5.21M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$5.17M |
Top Sells
| 1 | +$25.2M | |
| 2 | +$8.65M | |
| 3 | +$6.27M | |
| 4 |
NEE.PRT
NextEra Energy 7.234% Corporate Units
NEE.PRT
|
+$5.5M |
| 5 |
Amazon
AMZN
|
+$5.01M |
Sector Composition
| 1 | Technology | 3.25% |
| 2 | Consumer Discretionary | 2.55% |
| 3 | Communication Services | 2.54% |
| 4 | Financials | 2.54% |
| 5 | Consumer Staples | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
AutoZone
AZO
$63.6B
| – | – |
-305
|
|
||
177
Chipotle Mexican Grill
CMG
$55.1B
| – | – |
-20,500
|
|
||
178
Okta
OKTA
$15.9B
| – | – |
-22,100
|
|
||
179
Penumbra
PEN
$9.67B
| – | – |
-12,200
|
|
||
180
Simplify Health Care ETF
PINK
$154M
| – | – |
-35,000
|
|
||
181
Ryan Specialty Holdings
RYAN
$6.85B
| – | – |
-13,500
|
|
||
182
Atlassian
TEAM
$43.2B
| – | – |
-8,900
|
|
||
183
WIX.com
WIX
$7.76B
| – | – |
-15,180
|
|