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
701
$36K ﹤0.01%
532
-35
702
$33K ﹤0.01%
795
-50,953
703
$32K ﹤0.01%
345
-23
704
$32K ﹤0.01%
3,360
-224
705
$32K ﹤0.01%
1,000
-700
706
$31K ﹤0.01%
555
-37
707
$30K ﹤0.01%
770
-1,891
708
$30K ﹤0.01%
255
-17
709
$28K ﹤0.01%
315
-21
710
$28K ﹤0.01%
396
-1,849
711
$27K ﹤0.01%
585
-39
712
$27K ﹤0.01%
390
-26
713
$26K ﹤0.01%
345
-23
714
$26K ﹤0.01%
4,800
-320
715
$26K ﹤0.01%
3,121
-81,994
716
$25K ﹤0.01%
359
-24
717
$25K ﹤0.01%
390
-26
718
$25K ﹤0.01%
226
-15
719
$24K ﹤0.01%
165
-2,511
720
$24K ﹤0.01%
1,050
-70
721
$23K ﹤0.01%
720
-48
722
$23K ﹤0.01%
915
-61
723
$23K ﹤0.01%
345
-23
724
$22K ﹤0.01%
195
-13
725
$22K ﹤0.01%
1,995
-133
27 28
29
30 31