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
451
$19K 0.01%
371
+360
452
$18K 0.01%
108
-778
453
$17K 0.01%
+268
454
$17K 0.01%
607
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455
$17K 0.01%
166
+131
456
$17K 0.01%
868
+653
457
$17K 0.01%
942
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458
$17K 0.01%
113
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459
$16K 0.01%
186
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460
$16K 0.01%
512
-91,715
461
$16K 0.01%
100
462
$16K 0.01%
1,044
+517
463
$16K 0.01%
93
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464
$16K 0.01%
465
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465
$15K 0.01%
512
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466
$15K 0.01%
291
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467
$15K 0.01%
330
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468
$15K 0.01%
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200
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470
$15K 0.01%
592
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$15K 0.01%
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472
$14K 0.01%
205
-21,074
473
$14K 0.01%
407
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474
$14K 0.01%
338
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475
$13K ﹤0.01%
681
+395
17 18
19
20 21