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
$213M
AUM Growth
-$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$6.68M
3
+$2.72M
4
RMD icon
ResMed
RMD
+$2.18M
5
MMC icon
Marsh & McLennan
MMC
+$2.13M

Top Sells

1
+$7.66M
2
+$7.62M
3
+$4.86M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.54M
5
KO icon
Coca-Cola
KO
+$3.78M

Sector Composition

1 Technology 12.95%
2 Financials 12.51%
3 Healthcare 11.47%
4 Consumer Discretionary 10.27%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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424
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402
$25K 0.01%
172
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403
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418
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261
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$17K 0.01%
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$17K 0.01%
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