RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
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

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
376
$6K ﹤0.01%
192
377
$6K ﹤0.01%
66
378
$6K ﹤0.01%
84
379
$6K ﹤0.01%
252
380
$6K ﹤0.01%
77
381
$6K ﹤0.01%
90
382
$6K ﹤0.01%
156
383
$6K ﹤0.01%
171
384
$6K ﹤0.01%
60
385
$6K ﹤0.01%
36
386
$6K ﹤0.01%
174
387
$6K ﹤0.01%
54
388
$6K ﹤0.01%
144
389
$6K ﹤0.01%
103
390
$6K ﹤0.01%
41
391
$6K ﹤0.01%
144
392
$6K ﹤0.01%
60
393
$6K ﹤0.01%
120
394
$6K ﹤0.01%
60
395
$5K ﹤0.01%
66
396
$5K ﹤0.01%
24
397
$5K ﹤0.01%
126
398
$5K ﹤0.01%
120
399
$5K ﹤0.01%
109
400
$5K ﹤0.01%
102