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
376
$36K 0.01%
563
-21,246
377
$36K 0.01%
1,241
-86
378
$36K 0.01%
605
-1,476
379
$35K 0.01%
2,154
+2,109
380
$34K 0.01%
1,166
-124,837
381
$34K 0.01%
2,442
-1,110
382
$34K 0.01%
162
-252
383
$33K 0.01%
135
-274
384
$33K 0.01%
+478
385
$33K 0.01%
635
-4,188
386
$33K 0.01%
668
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387
$33K 0.01%
909
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388
$33K 0.01%
5,022
+4,954
389
$32K 0.01%
1,758
-3,793
390
$32K 0.01%
23
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391
$31K 0.01%
879
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392
$31K 0.01%
218
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393
$30K 0.01%
816
-3,993
394
$30K 0.01%
+1,140
395
$29K 0.01%
883
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396
$29K 0.01%
260
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397
$28K 0.01%
184
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398
$28K 0.01%
369
+305
399
$28K 0.01%
283
+197
400
$28K 0.01%
504
+456
14 15
16
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