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
$394M
AUM Growth
-$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.08M
3
+$3.01M
4
FITB icon
Fifth Third Bancorp
FITB
+$2.87M
5
HAL icon
Halliburton
HAL
+$2.26M

Top Sells

1
+$5.07M
2
+$4.62M
3
+$4.25M
4
CPB icon
Campbell Soup
CPB
+$3.56M
5
MPW icon
Medical Properties Trust
MPW
+$3.2M

Sector Composition

1 Industrials 16.62%
2 Financials 16.09%
3 Healthcare 12.43%
4 Technology 11.58%
5 Energy 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.01%
348
-232
252
$49K 0.01%
601
-683
253
$49K 0.01%
456
-304
254
$47K 0.01%
619
-748
255
$44K 0.01%
1,725
-119,640
256
$43K 0.01%
648
-430
257
$40K 0.01%
420
-280
258
$38K 0.01%
366
-244
259
$36K 0.01%
760
-496
260
$36K 0.01%
876
-584
261
$36K 0.01%
438
-292
262
$34K 0.01%
300
-200
263
$33K 0.01%
2,166
-1,444
264
$32K 0.01%
468
+338
265
$32K 0.01%
508
-336
266
$30K 0.01%
690
-460
267
$30K 0.01%
312
-208
268
$29K 0.01%
570
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269
$29K 0.01%
474
+324
270
$29K 0.01%
942
-80,928
271
$28K 0.01%
1,026
-114,434
272
$27K 0.01%
672
-448
273
$27K 0.01%
343
-5,005
274
$25K 0.01%
1,320
-880
275
$25K 0.01%
384
-256
9 10
11
12 13