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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
601
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602
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603
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604
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605
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-9,923
607
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-911
608
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-25,221
609
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-4,975
610
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-11,111
611
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612
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-4,011
613
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-3,200
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