RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
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
626
$97K 0.01%
1,827
-260
627
$96K 0.01%
1,595
-260
628
$96K 0.01%
4,097
-720
629
$95K 0.01%
6,765
-640
630
$95K 0.01%
708
-47
631
$95K 0.01%
1,756
-260
632
$94K 0.01%
1,464
-50
633
$93K 0.01%
3,171
-310
634
$93K 0.01%
1,989
-270
635
$93K 0.01%
7,260
-945
636
$92K 0.01%
2,749
-300
637
$92K 0.01%
11,777
-1,220
638
$91K 0.01%
2,008
-270
639
$91K 0.01%
2,334
-286
640
$91K 0.01%
6,968
-650
641
$90K 0.01%
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642
$90K 0.01%
1,741
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643
$89K 0.01%
4,600
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644
$89K 0.01%
1,700
-260
645
$88K 0.01%
4,329
-460
646
$87K 0.01%
3,359
-320
647
$85K 0.01%
3,594
-330
648
$84K 0.01%
897
-59
649
$84K 0.01%
1,596
-260
650
$84K 0.01%
18,344
-2,240
24 25
26
27 28