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
801
$11K ﹤0.01%
225
-15
802
$10K ﹤0.01%
204
-14
803
$10K ﹤0.01%
300
-20
804
$10K ﹤0.01%
150
-10
805
$10K ﹤0.01%
135
-9
806
$10K ﹤0.01%
210
-14
807
$10K ﹤0.01%
360
-24
808
$10K ﹤0.01%
+186
809
$10K ﹤0.01%
1,125
-75
810
$10K ﹤0.01%
255
-17
811
$10K ﹤0.01%
690
-46
812
$10K ﹤0.01%
300
-20
813
$9K ﹤0.01%
225
-15
814
$9K ﹤0.01%
75
-5
815
$9K ﹤0.01%
195
-13
816
$9K ﹤0.01%
180
-12
817
$9K ﹤0.01%
885
-59
818
$9K ﹤0.01%
255
-17
819
$9K ﹤0.01%
266
-18
820
$9K ﹤0.01%
225
-15
821
$8K ﹤0.01%
312
-21
822
$8K ﹤0.01%
165
-11
823
$8K ﹤0.01%
360
-24
824
$8K ﹤0.01%
30
-412
825
$8K ﹤0.01%
189
-9
31 32
33
34 35