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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
$258M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$7.42M
3
+$4.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.39M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.01M

Top Sells

1
+$5.55M
2
+$4.61M
3
+$3.89M
4
HD icon
Home Depot
HD
+$3.6M
5
ADP icon
Automatic Data Processing
ADP
+$3.57M

Sector Composition

1 Technology 13.12%
2 Consumer Discretionary 12.38%
3 Financials 12.34%
4 Communication Services 8.37%
5 Healthcare 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
38
-1,308
552
$1K ﹤0.01%
7
-2,113
553
$1K ﹤0.01%
16
+6
554
$1K ﹤0.01%
42
-169
555
$1K ﹤0.01%
5
-108
556
$1K ﹤0.01%
12
-3
557
$1K ﹤0.01%
8
-11
558
– –
-17,685
559
– –
-2,112
560
– –
-369
561
– –
-6,532
562
– –
0
563
– –
-7,280
564
– –
-1,129
565
– –
-32,428
566
– –
-6,436
567
– –
-2,408
568
– –
-110,444
569
– –
-4,450
570
– –
-7,437
571
– –
-1,745
572
– –
-25,000
573
– –
-1,000
574
– –
-1,269
575
– –
-5,980
21 22
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