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
101
$1.63M 0.32%
+24,965
102
$1.59M 0.32%
+62,000
103
$1.59M 0.31%
+43,900
104
$1.59M 0.31%
+63,100
105
$1.52M 0.3%
+20,000
106
$1.51M 0.3%
+69,900
107
$1.5M 0.3%
+32,600
108
$1.5M 0.3%
+44,750
109
$1.47M 0.29%
+12,760
110
$1.45M 0.29%
+29,500
111
$1.42M 0.28%
+18,500
112
$1.41M 0.28%
+38,200
113
$1.31M 0.26%
+82,000
114
$1.3M 0.26%
+30,000
115
$1.29M 0.26%
+83,450
116
$1.28M 0.25%
+15,500
117
$1.27M 0.25%
+58,000
118
$1.25M 0.25%
+11,186
119
$1.25M 0.25%
+47,209
120
$1.23M 0.24%
+17,400
121
$1.22M 0.24%
+9,001
122
$1.19M 0.24%
+79,846
123
$1.16M 0.23%
+20,090
124
$1.14M 0.23%
+31,440
125
$1.14M 0.23%
+32,400
3 4
5
6 7