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
$486M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10.8M
3
+$9.46M
4
MYGN icon
Myriad Genetics
MYGN
+$8.52M
5
CAB
Cabela's Inc
CAB
+$7.39M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.34%
2 Financials 14.48%
3 Healthcare 11.98%
4 Technology 11.47%
5 Energy 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.44%
+55,000
77
$2.18M 0.43%
+80,000
78
$2.16M 0.43%
+26,540
79
$2.16M 0.43%
+39,930
80
$2.13M 0.42%
+13,860
81
$2.02M 0.4%
+32,802
82
$2.02M 0.4%
+45,500
83
$2.01M 0.4%
+44,500
84
$2.01M 0.4%
+42,970
85
$1.99M 0.4%
+37,316
86
$1.99M 0.39%
+45,500
87
$1.99M 0.39%
+120,000
88
$1.97M 0.39%
+41,250
89
$1.92M 0.38%
+55,000
90
$1.89M 0.37%
+15,650
91
$1.81M 0.36%
+44,250
92
$1.8M 0.36%
+20,000
93
$1.78M 0.35%
+58,500
94
$1.75M 0.35%
+53,400
95
$1.74M 0.35%
+104,250
96
$1.74M 0.34%
+78,083
97
$1.71M 0.34%
+16,170
98
$1.7M 0.34%
+24,570
99
$1.7M 0.34%
+46,850
100
$1.68M 0.33%
+105,750
2 3
4
5 6