RA

Rational Advisors Portfolio holdings

AUM $976M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16M
3
+$13.4M
4
AZN icon
AstraZeneca
AZN
+$11.3M
5
XOM icon
Exxon Mobil
XOM
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.7%
2 Financials 14.26%
3 Energy 14.02%
4 Healthcare 10.5%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$21K ﹤0.01%
+448
752
$20K ﹤0.01%
+448
753
$20K ﹤0.01%
+240
754
$20K ﹤0.01%
+496
755
$20K ﹤0.01%
+416
756
$20K ﹤0.01%
+1,008
757
$20K ﹤0.01%
+241
758
$19K ﹤0.01%
+1,200
759
$19K ﹤0.01%
+176
760
$19K ﹤0.01%
+768
761
$19K ﹤0.01%
+339
762
$19K ﹤0.01%
+224
763
$18K ﹤0.01%
+240
764
$17K ﹤0.01%
+368
765
$17K ﹤0.01%
+352
766
$17K ﹤0.01%
+208
767
$17K ﹤0.01%
+352
768
$17K ﹤0.01%
+208
769
$17K ﹤0.01%
+784
770
$17K ﹤0.01%
+776
771
$17K ﹤0.01%
+272
772
$16K ﹤0.01%
+448
773
$16K ﹤0.01%
+480
774
$16K ﹤0.01%
+560
775
$16K ﹤0.01%
+456
29 30
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32 33