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
201
$174K 0.09%
2,200
-400
202
$173K 0.09%
3,400
203
$171K 0.09%
+6,600
204
$168K 0.09%
3,325
-5,600
205
$168K 0.09%
+1,400
206
$165K 0.09%
1,793
207
$151K 0.08%
3,278
208
$149K 0.08%
2,500
-500
209
$147K 0.08%
2,300
-700
210
$145K 0.08%
7,977
211
$143K 0.07%
4,633
-4,667
212
$140K 0.07%
+2,825
213
$126K 0.07%
+1,200
214
$122K 0.06%
+10,000
215
$118K 0.06%
4,800
216
$117K 0.06%
+1,500
217
$111K 0.06%
+1,000
218
$108K 0.06%
+1,600
219
$98K 0.05%
+7,200
220
$94K 0.05%
2,300
-5,700
221
$93K 0.05%
+900
222
$93K 0.05%
1,128
-113
223
$93K 0.05%
+800
224
$93K 0.05%
2,100
225
$92K 0.05%
+700
7 8
9
10 11