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
$282M
AUM Growth
-$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.46M
3
+$2.32M
4
MCO icon
Moody's
MCO
+$2.29M
5
KMX icon
CarMax
KMX
+$2.17M

Top Sells

1
+$13M
2
+$8.2M
3
+$6.29M
4
EA icon
Electronic Arts
EA
+$5.41M
5
HD icon
Home Depot
HD
+$5.14M

Sector Composition

1 Technology 18.8%
2 Financials 16.78%
3 Consumer Discretionary 15.69%
4 Healthcare 10.77%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$48K 0.02%
1,708
+1,612
352
$48K 0.02%
418
+394
353
$48K 0.02%
285
+247
354
$47K 0.02%
549
-84
355
$47K 0.02%
1,346
-646
356
$47K 0.02%
936
-3,897
357
$45K 0.02%
545
-346
358
$44K 0.02%
488
-682
359
$43K 0.02%
692
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360
$42K 0.01%
276
361
$42K 0.01%
742
+430
362
$42K 0.01%
2,192
+2,011
363
$42K 0.01%
1,018
-6,000
364
$41K 0.01%
419
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365
$41K 0.01%
236
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366
$40K 0.01%
471
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367
$40K 0.01%
653
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368
$39K 0.01%
847
+348
369
$39K 0.01%
4,181
+2,953
370
$39K 0.01%
2,187
-6,185
371
$38K 0.01%
458
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372
$38K 0.01%
3,261
+1,686
373
$37K 0.01%
1,664
+1,314
374
$37K 0.01%
900
375
$36K 0.01%
212
+195
13 14
15
16 17