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
$1.16B
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
921
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.2M
3
+$5.06M
4
TSCO icon
Tractor Supply
TSCO
+$4.99M
5
SYY icon
Sysco
SYY
+$4.25M

Top Sells

1
+$6.77M
2
+$6.12M
3
+$5.67M
4
SYT
Syngenta Ag
SYT
+$5.47M
5
MA icon
Mastercard
MA
+$5.15M

Sector Composition

1 Industrials 15.94%
2 Energy 13.92%
3 Financials 13.41%
4 Technology 11.09%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$135K 0.01%
1,425
-1,430
552
$135K 0.01%
3,960
553
$135K 0.01%
3,809
-340
554
$133K 0.01%
821
-54
555
$132K 0.01%
+1,800
556
$132K 0.01%
3,722
-330
557
$131K 0.01%
10,996
-588
558
$131K 0.01%
1,843
-268
559
$131K 0.01%
1,841
-270
560
$130K 0.01%
1,300
-1,300
561
$130K 0.01%
4,974
-780
562
$129K 0.01%
5,460
-200
563
$129K 0.01%
2,424
-290
564
$128K 0.01%
2,758
-110
565
$128K 0.01%
1,617
-260
566
$128K 0.01%
2,117
-280
567
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2,200
-2,500
568
$127K 0.01%
1,274
-50
569
$127K 0.01%
+825
570
$127K 0.01%
1,678
-266
571
$125K 0.01%
3,900
-3,000
572
$124K 0.01%
1,999
-270
573
$124K 0.01%
1,532
-250
574
$123K 0.01%
3,350
-520
575
$123K 0.01%
120
21 22
23
24 25