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
$238M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$2.02M
3 +$1.83M
4
PNC icon
PNC Financial Services
PNC
+$1.56M
5
MMM icon
3M
MMM
+$1.13M

Top Sells

1 +$4.11M
2 +$3.95M
3 +$2.78M
4
HECO
Strategy Shares EcoLogical Strategy ETF
HECO
+$2.7M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.67M

Sector Composition

1 Financials 17.91%
2 Healthcare 11.62%
3 Industrials 11.56%
4 Technology 10.51%
5 Energy 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$13K 0.01%
1,920
302
$13K 0.01%
420
303
$13K 0.01%
104
304
$13K 0.01%
487
305
$13K 0.01%
162
306
$13K 0.01%
468
307
$12K ﹤0.01%
2,432
308
$12K ﹤0.01%
214
309
$12K ﹤0.01%
186
310
$12K ﹤0.01%
870
311
$12K ﹤0.01%
25
312
$12K ﹤0.01%
222
313
$12K ﹤0.01%
66
314
$12K ﹤0.01%
822
-24,648
315
$11K ﹤0.01%
138
316
$11K ﹤0.01%
276
317
$11K ﹤0.01%
78
318
$11K ﹤0.01%
256
319
$11K ﹤0.01%
354
320
$11K ﹤0.01%
138
321
$11K ﹤0.01%
144
322
$11K ﹤0.01%
102
323
$10K ﹤0.01%
126
324
$10K ﹤0.01%
168
325
$10K ﹤0.01%
96