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
176
$253K 0.13%
3,000
-600
177
$248K 0.13%
4,400
-274
178
$247K 0.13%
1,255
-2,750
179
$246K 0.13%
4,490
180
$245K 0.13%
10,700
181
$232K 0.12%
2,688
182
$221K 0.11%
2,708
183
$221K 0.11%
3,778
184
$220K 0.11%
3,405
185
$216K 0.11%
+1,100
186
$214K 0.11%
1,400
+118
187
$211K 0.11%
24,434
188
$210K 0.11%
2,579
189
$209K 0.11%
1,554
190
$203K 0.11%
3,770
191
$203K 0.11%
2,500
-500
192
$194K 0.1%
+2,200
193
$190K 0.1%
+4,500
194
$189K 0.1%
593
195
$189K 0.1%
4,900
-3,600
196
$187K 0.1%
4,538
197
$186K 0.1%
2,000
-5,700
198
$185K 0.1%
+2,000
199
$184K 0.1%
600
-400
200
$178K 0.09%
+2,500
6 7
8
9 10