RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
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 +$18M
2 +$15.9M
3 +$14.2M
4
XOM icon
Exxon Mobil
XOM
+$11M
5
AZN icon
AstraZeneca
AZN
+$10.5M

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
876
$5K ﹤0.01%
+500
877
$5K ﹤0.01%
+416
878
$5K ﹤0.01%
+192
879
$4K ﹤0.01%
+64
880
$4K ﹤0.01%
+6
881
$4K ﹤0.01%
+64
882
$4K ﹤0.01%
+106
883
$4K ﹤0.01%
+418
884
$3K ﹤0.01%
+100
885
$3K ﹤0.01%
+128
886
$3K ﹤0.01%
+200
887
$3K ﹤0.01%
+192
888
$3K ﹤0.01%
+15
889
$3K ﹤0.01%
+54
890
$2K ﹤0.01%
+112
891
$1K ﹤0.01%
+40
892
$0 ﹤0.01%
+1