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
776
$14K ﹤0.01%
225
-75
777
$14K ﹤0.01%
90
-6
778
$14K ﹤0.01%
360
-24
779
$14K ﹤0.01%
450
-30
780
$14K ﹤0.01%
390
-26
781
$14K ﹤0.01%
254
-12,816
782
$13K ﹤0.01%
150
-10
783
$13K ﹤0.01%
255
-17
784
$13K ﹤0.01%
75
-5
785
$13K ﹤0.01%
360
-24
786
$13K ﹤0.01%
47
-133
787
$12K ﹤0.01%
159
-10
788
$12K ﹤0.01%
630
-42
789
$12K ﹤0.01%
90
-6
790
$12K ﹤0.01%
150
-10
791
$12K ﹤0.01%
330
-22
792
$12K ﹤0.01%
286
-20
793
$12K ﹤0.01%
150
-10
794
$11K ﹤0.01%
210
-14
795
$11K ﹤0.01%
480
-32
796
$11K ﹤0.01%
241
-53,095
797
$11K ﹤0.01%
400
-600
798
$11K ﹤0.01%
210
-14
799
$11K ﹤0.01%
180
-1,692
800
$11K ﹤0.01%
135
-9
30 31
32
33 34