RA

Rational Advisors Portfolio holdings

AUM $976M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$951K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$2.04M
3
+$2.02M
4
SEE icon
Sealed Air
SEE
+$1.97M
5
EQT icon
EQT Corp
EQT
+$1.96M

Top Sells

1
+$2.78M
2
+$1.85M
3
+$1.75M
4
UHAL icon
U-Haul Holding Co
UHAL
+$1.74M
5
PG icon
Procter & Gamble
PG
+$1.71M

Sector Composition

1 Financials 17.89%
2 Technology 17.14%
3 Healthcare 11.37%
4 Consumer Discretionary 10.25%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$60K 0.03%
321
+224
252
$60K 0.03%
3,480
+2,970
253
$60K 0.03%
870
+260
254
$60K 0.03%
759
-322
255
$59K 0.03%
1,322
-278
256
$59K 0.03%
529
+309
257
$56K 0.03%
2,631
+2,205
258
$55K 0.03%
345
+174
259
$53K 0.02%
480
-25
260
$50K 0.02%
636
-22,336
261
$48K 0.02%
368
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262
$47K 0.02%
594
+254
263
$46K 0.02%
1,059
-24,751
264
$44K 0.02%
150
+143
265
$44K 0.02%
303
+273
266
$44K 0.02%
996
-26,728
267
$44K 0.02%
228
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268
$43K 0.02%
+1,200
269
$43K 0.02%
649
-2,246
270
$42K 0.02%
126
-862
271
$42K 0.02%
137
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272
$42K 0.02%
+323
273
$41K 0.02%
336
+263
274
$41K 0.02%
1,333
+770
275
$41K 0.02%
+276
9 10
11
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