RA

Rational Advisors Portfolio holdings

AUM $976M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$4.4M
3
+$4M
4
PFE icon
Pfizer
PFE
+$3.98M
5
LXP icon
LXP Industrial Trust
LXP
+$3.94M

Top Sells

1
+$4.74M
2
+$4.41M
3
+$4.4M
4
CMCSA icon
Comcast
CMCSA
+$4.07M
5
FNC
SCBT FINANCIAL CORPORATION
FNC
+$4.05M

Sector Composition

1 Industrials 16.13%
2 Energy 14.3%
3 Financials 13.87%
4 Technology 9.79%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$88K 0.01%
2,661
-1,327
677
$88K 0.01%
3,400
678
$85K 0.01%
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-174
679
$84K 0.01%
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-1,345
680
$83K 0.01%
7,683
-95
681
$82K 0.01%
20,584
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682
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1,700
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683
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684
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685
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686
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687
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688
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755
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694
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696
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755
698
$64K 0.01%
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699
$60K 0.01%
4,461
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700
$58K ﹤0.01%
1,700
26 27
28
29 30