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
801
$13K ﹤0.01%
+160
802
$13K ﹤0.01%
+300
803
$13K ﹤0.01%
+275
804
$12K ﹤0.01%
+380
805
$12K ﹤0.01%
+208
806
$12K ﹤0.01%
+1,088
807
$12K ﹤0.01%
+160
808
$12K ﹤0.01%
+848
809
$12K ﹤0.01%
+272
810
$12K ﹤0.01%
+160
811
$12K ﹤0.01%
+96
812
$12K ﹤0.01%
+384
813
$12K ﹤0.01%
+384
814
$12K ﹤0.01%
+352
815
$12K ﹤0.01%
+700
816
$12K ﹤0.01%
+1,712
817
$11K ﹤0.01%
+320
818
$11K ﹤0.01%
+208
819
$11K ﹤0.01%
+198
820
$11K ﹤0.01%
+284
821
$11K ﹤0.01%
+144
822
$11K ﹤0.01%
+96
823
$11K ﹤0.01%
+683
824
$11K ﹤0.01%
+160
825
$11K ﹤0.01%
+320
31 32
33
34 35