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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
526
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527
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528
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529
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530
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-8
531
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$0 ﹤0.01%
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-70,545
533
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535
$0 ﹤0.01%
12
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536
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9
537
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538
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539
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540
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541
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-17,290
542
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543
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544
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545
$0 ﹤0.01%
6
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546
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-6,824
548
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550
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