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
276
$25K 0.01%
199
-132
277
$24K 0.01%
150
-98
278
$24K 0.01%
852
-568
279
$23K 0.01%
165
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280
$22K 0.01%
144
-96
281
$22K 0.01%
345
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282
$22K 0.01%
438
-292
283
$21K 0.01%
114
-76
284
$20K ﹤0.01%
267
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285
$20K ﹤0.01%
174
-11,012
286
$19K ﹤0.01%
240
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287
$19K ﹤0.01%
704
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288
$19K ﹤0.01%
258
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289
$19K ﹤0.01%
360
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290
$19K ﹤0.01%
192
-20,378
291
$19K ﹤0.01%
210
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292
$18K ﹤0.01%
176
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293
$18K ﹤0.01%
688
-1,020
294
$18K ﹤0.01%
246
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295
$18K ﹤0.01%
462
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296
$17K ﹤0.01%
104
+44
297
$17K ﹤0.01%
204
-136
298
$16K ﹤0.01%
840
-560
299
$16K ﹤0.01%
487
-324
300
$15K ﹤0.01%
203
-132
10 11
12
13 14