We are live on ! Find out more
RA

Rational Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
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
+$2.11M
2
+$2.07M
3
+$1.97M
4
SYY icon
Sysco
SYY
+$1.97M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.93M

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
in Stake 		Capital Flow
276
– –
-83
277
– –
-5,000
278
– –
-10,825
279
– –
-3,800
280
– –
-9,675
281
– –
-2,333
282
– –
-24,000
283
– –
-5,000
284
– –
-15,000
285
– –
-21,400
286
– –
-17,500
287
– –
-3,425
288
– –
-1,925
289
– –
-6,000
290
– –
-6,000
291
– –
-10,000
292
– –
-7,300
293
– –
-1,700
294
– –
-1
295
– –
-20,000
296
– –
-20,700
297
– –
-6,800
298
– –
-13,250
299
– –
-8,100
300
– –
-13,150
9 10 11
12
13