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RA

Rational Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
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
501
$1K ﹤0.01%
+3
502
$1K ﹤0.01%
+43
503
$1K ﹤0.01%
3
-11
504
$1K ﹤0.01%
35
-145
505
$1K ﹤0.01%
7
-14
506
$1K ﹤0.01%
+8
507
– –
-500
508
– –
-4,850
509
– –
-5,692
510
– –
-100
511
– –
-21,759
512
– –
-2,500
513
– –
-87
514
– –
-1,500
515
$0 ﹤0.01%
+4
516
– –
-27,002
517
– –
-200
518
– –
-3,972
519
– –
-77
520
$0 ﹤0.01%
+1
521
– –
-8
522
– –
-16,500
523
– –
-14,000
524
– –
-1,500
525
– –
-111
19 20
21
22 23