We are live on ! Find out more
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
551
– –
-634
552
– –
-9,505
553
– –
-21,216
554
– –
-1,100
555
– –
-4,580
556
– –
-43,000
557
– –
-27,394
558
– –
-3,397
559
$0 ﹤0.01%
5
-8,467
560
– –
-13,083
561
– –
-1,372
562
– –
-1
563
– –
-6,696
564
– –
-138,465
565
– –
-14,123
566
– –
-4,415
567
– –
-25,490
568
– –
-14,850
569
– –
-2,103
570
– –
-40,000
571
– –
-9,120
572
– –
-3,510
573
– –
-5,924
574
– –
-27,793
575
– –
-131,543
21 22
23
24 25