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
351
$10K ﹤0.01%
288
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352
$10K ﹤0.01%
+34
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390
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96
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360
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90
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$9K ﹤0.01%
144
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365
$9K ﹤0.01%
84
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$9K ﹤0.01%
378
-252
368
$8K ﹤0.01%
240
-160
369
$8K ﹤0.01%
90
-60
370
$8K ﹤0.01%
144
-96
371
$8K ﹤0.01%
360
-240
372
$8K ﹤0.01%
90
-60
373
$8K ﹤0.01%
89
-75
374
$8K ﹤0.01%
156
-104
375
$8K ﹤0.01%
84
-56
13 14
15
16 17