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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
-$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$6.39M
3
+$2.6M
4
RMD icon
ResMed
RMD
+$2.02M
5
MRSH
Marsh
MRSH
+$2M

Top Sells

1
+$7.66M
2
+$7.62M
3
+$4.61M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.54M
5
KO icon
Coca-Cola
KO
+$3.71M

Sector Composition

1 Technology 12.89%
2 Financials 12.51%
3 Healthcare 11.47%
4 Consumer Discretionary 10.27%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
27
-2,709
527
$1K ﹤0.01%
19
-1,010
528
$1K ﹤0.01%
8
-77
529
$1K ﹤0.01%
18
-6,422
530
$1K ﹤0.01%
6
-203
531
$1K ﹤0.01%
33
-1,843
532
– –
-2,330
533
– –
-32,452
534
– –
-19,037
535
– –
-9,302
536
– –
-11,807
537
– –
-1,064
538
– –
-40,998
539
– –
-8,620
540
$0 ﹤0.01%
5
-603
541
– –
-426
542
– –
-6,089
543
– –
-38,840
544
– –
-52,075
545
– –
0
546
– –
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547
– –
-27,455
548
– –
-4,962
549
– –
-23,585
550
– –
-7,061
20 21
22
23 24