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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
+$951K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$2.04M
3
+$2.02M
4
SEE
Sealed Air
SEE
+$1.97M
5
EQT icon
EQT Corp
EQT
+$1.96M

Top Sells

1
+$2.78M
2
+$1.85M
3
+$1.75M
4
UHAL icon
U-Haul Holding Co
UHAL
+$1.74M
5
PG icon
Procter & Gamble
PG
+$1.71M

Sector Composition

1 Financials 17.89%
2 Technology 17.14%
3 Healthcare 11.37%
4 Consumer Discretionary 10.25%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$0 ﹤0.01%
7
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577
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-5,892
578
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-100
579
– –
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580
– –
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581
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582
$0 ﹤0.01%
13
-44
583
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-1,100
584
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-3,845
585
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-700
586
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587
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589
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-1,000
590
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-35,528
591
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592
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594
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-64,600
595
– –
-700
596
$0 ﹤0.01%
11
-147
597
$0 ﹤0.01%
12
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598
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599
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600
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-33,830
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