RA

Rational Advisors Portfolio holdings

AUM $976M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$951K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$2.04M
3
+$2.02M
4
SEE icon
Sealed Air
SEE
+$1.97M
5
EQT icon
EQT Corp
EQT
+$1.96M

Top Sells

1
+$2.78M
2
+$1.85M
3
+$1.75M
4
UHAL icon
U-Haul Holding Co
UHAL
+$1.74M
5
PG icon
Procter & Gamble
PG
+$1.71M

Sector Composition

1 Financials 17.89%
2 Technology 17.14%
3 Healthcare 11.37%
4 Consumer Discretionary 10.25%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
+9
427
$2K ﹤0.01%
45
-68
428
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+47
429
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10
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430
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10
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431
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25
-9
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$2K ﹤0.01%
+29
433
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+146
434
$2K ﹤0.01%
29
-4,486
435
$2K ﹤0.01%
53
+32
436
$2K ﹤0.01%
34
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437
$2K ﹤0.01%
+93
438
$2K ﹤0.01%
22
+8
439
$2K ﹤0.01%
+18
440
$2K ﹤0.01%
150
-1,350
441
$2K ﹤0.01%
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442
$2K ﹤0.01%
38
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443
$2K ﹤0.01%
13
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444
$1K ﹤0.01%
23
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445
$1K ﹤0.01%
+22
446
$1K ﹤0.01%
3
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447
$1K ﹤0.01%
2
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448
$1K ﹤0.01%
24
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449
$1K ﹤0.01%
27
-331
450
$1K ﹤0.01%
25
-4,975
16 17
18
19 20