RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 9.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.07M
3
+$2.06M
4
MMM icon
3M
MMM
+$2.05M
5
HECO
Strategy Shares EcoLogical Strategy ETF
HECO
+$2.04M

Top Sells

1
+$4.87M
2
+$2.68M
3
+$2.42M
4
O icon
Realty Income
O
+$1.81M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.62M

Sector Composition

1 Consumer Staples 19.85%
2 Industrials 15.79%
3 Consumer Discretionary 14.08%
4 Utilities 10.84%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
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