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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
$418M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$9.04M
3
+$7.29M
4
TDG icon
TransDigm Group
TDG
+$7.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.96M

Top Sells

1
+$2.6M
2
+$2.41M
3
+$2.36M
4
ORCL icon
Oracle
ORCL
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

Sector Composition

1 Healthcare 16.78%
2 Technology 14.48%
3 Financials 13.95%
4 Industrials 12.88%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
43
-4
502
$1K ﹤0.01%
37
-253
503
$1K ﹤0.01%
22
504
$1K ﹤0.01%
45
-125
505
$1K ﹤0.01%
11
-4,462
506
$1K ﹤0.01%
26
-986
507
$1K ﹤0.01%
25
-172
508
$1K ﹤0.01%
4
-133
509
$1K ﹤0.01%
17
+5
510
$1K ﹤0.01%
7
511
$1K ﹤0.01%
28
512
$1K ﹤0.01%
43
+36
513
$1K ﹤0.01%
7
514
$1K ﹤0.01%
+8
515
$1K ﹤0.01%
167
-61
516
– –
-47
517
– –
-43
518
– –
-2,009
519
– –
-17,420
520
– –
-71,915
521
– –
-13,986
522
– –
-42,350
523
– –
-8
524
– –
-1,616
525
– –
-9,169
19 20
21
22 23