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
$848M
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Sells

1 +$5.1M
2 +$3.87M
3 +$3.8M
4
MA icon
Mastercard
MA
+$2.98M
5
BKNG icon
Booking.com
BKNG
+$2.8M

Sector Composition

1 Consumer Discretionary 5.1%
2 Financials 3.94%
3 Technology 3.31%
4 Communication Services 2.4%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-8,890
202
-2,334