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
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$5.53M
2 +$4.97M
3 +$4.91M
4
FUN icon
Cedar Fair
FUN
+$4.87M
5
PAYX icon
Paychex
PAYX
+$4.87M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 15.6%
2 Industrials 15.53%
3 Consumer Staples 14.04%
4 Consumer Discretionary 13.48%
5 Technology 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$77K 0.05%
+1,200
202
$72K 0.05%
+2,525
203
$68K 0.04%
+83
204
$47K 0.03%
+800
205
$29K 0.02%
+5,000
206
$20K 0.01%
+2,000
207
$13K 0.01%
+2,333
208
$0 ﹤0.01%
+1