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

Top Buys

1
+$6.56M
2
+$6.32M
3
+$4.85M
4
TSCO icon
Tractor Supply
TSCO
+$4.6M
5
SYY icon
Sysco
SYY
+$3.98M

Top Sells

1
+$5.66M
2
+$5.47M
3
+$5.34M
4
MA icon
Mastercard
MA
+$4.58M
5
GL icon
Globe Life
GL
+$4.57M

Sector Composition

1 Industrials 16.07%
2 Energy 13.92%
3 Financials 13.41%
4 Technology 10.95%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$123K 0.01%
2,616
-100
577
$122K 0.01%
2,904
-380
578
$122K 0.01%
3,310
-320
579
$122K 0.01%
3,812
-340
580
$121K 0.01%
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-285
581
$120K 0.01%
2,050
-110
582
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2,244
-80
583
$119K 0.01%
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584
$119K 0.01%
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585
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1,241
-50
586
$117K 0.01%
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587
$117K 0.01%
3,683
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588
$117K 0.01%
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590
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$113K 0.01%
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596
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6,000
597
$110K 0.01%
4,330
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1,549
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$109K 0.01%
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-50
600
$108K 0.01%
4,115
-221
22 23
24
25 26