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
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
476
$1K ﹤0.01%
9
-500
477
$1K ﹤0.01%
20
-38
478
$1K ﹤0.01%
+22
479
$1K ﹤0.01%
8
-1
480
$1K ﹤0.01%
90
-428
481
$1K ﹤0.01%
38
-2,262
482
$1K ﹤0.01%
35
-48
483
$1K ﹤0.01%
50
-346
484
$1K ﹤0.01%
+8
485
$1K ﹤0.01%
+8
486
$1K ﹤0.01%
+6
487
$1K ﹤0.01%
27
-13,973
488
$1K ﹤0.01%
+12
489
$1K ﹤0.01%
8
-117
490
$1K ﹤0.01%
+9
491
$1K ﹤0.01%
+6
492
$1K ﹤0.01%
9
-10
493
$1K ﹤0.01%
9
-35
494
$1K ﹤0.01%
+3
495
$1K ﹤0.01%
+43
496
$1K ﹤0.01%
3
-11
497
$1K ﹤0.01%
35
-145
498
$1K ﹤0.01%
7
-14
499
$1K ﹤0.01%
+8
500
$1K ﹤0.01%
6
-41
18 19
20
21 22