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
301
$14K ﹤0.01%
12
-8
302
$14K ﹤0.01%
384
-256
303
$14K ﹤0.01%
318
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304
$14K ﹤0.01%
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305
$14K ﹤0.01%
162
-104
306
$14K ﹤0.01%
208
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307
$14K ﹤0.01%
318
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308
$13K ﹤0.01%
2,432
-1,622
309
$13K ﹤0.01%
126
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310
$13K ﹤0.01%
66
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311
$13K ﹤0.01%
1,920
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312
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354
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313
$13K ﹤0.01%
420
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314
$13K ﹤0.01%
222
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315
$13K ﹤0.01%
66
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316
$13K ﹤0.01%
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214
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318
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186
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$12K ﹤0.01%
78
-52
320
$12K ﹤0.01%
872
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321
$12K ﹤0.01%
256
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322
$12K ﹤0.01%
144
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323
$12K ﹤0.01%
146
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324
$12K ﹤0.01%
468
-312
325
$12K ﹤0.01%
78
-52
11 12
13
14 15