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
351
$8K ﹤0.01%
90
352
$8K ﹤0.01%
108
353
$8K ﹤0.01%
156
-1,400
354
$8K ﹤0.01%
210
355
$8K ﹤0.01%
450
356
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36
357
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294
358
$8K ﹤0.01%
90
359
$8K ﹤0.01%
156
360
$8K ﹤0.01%
1,344
361
$8K ﹤0.01%
96
362
$7K ﹤0.01%
36
363
$7K ﹤0.01%
180
364
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240
365
$7K ﹤0.01%
792
366
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138
-758
367
$7K ﹤0.01%
162
368
$7K ﹤0.01%
180
369
$7K ﹤0.01%
89
370
$7K ﹤0.01%
117
371
$7K ﹤0.01%
378
372
$6K ﹤0.01%
82
373
$6K ﹤0.01%
132
374
$6K ﹤0.01%
252
375
$6K ﹤0.01%
360