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
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