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
826
$8K ﹤0.01%
345
-23
827
$8K ﹤0.01%
410
-5,034
828
$8K ﹤0.01%
150
-10
829
$8K ﹤0.01%
225
-15
830
$7K ﹤0.01%
234
-16
831
$7K ﹤0.01%
120
-8
832
$7K ﹤0.01%
405
-27
833
$7K ﹤0.01%
630
-42
834
$7K ﹤0.01%
240
-16
835
$7K ﹤0.01%
105
-7
836
$6K ﹤0.01%
90
-6
837
$6K ﹤0.01%
330
-22
838
$6K ﹤0.01%
158
-10
839
$6K ﹤0.01%
390
-26
840
$6K ﹤0.01%
180
-12
841
$6K ﹤0.01%
345
-23
842
$6K ﹤0.01%
150
-10
843
$6K ﹤0.01%
135
-9
844
$5K ﹤0.01%
60
-4
845
$5K ﹤0.01%
5
-1
846
$5K ﹤0.01%
210
-14
847
$5K ﹤0.01%
285
-19
848
$5K ﹤0.01%
100
-6
849
$5K ﹤0.01%
180
-12
850
$5K ﹤0.01%
255
-17
32 33
34
35 36