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
751
$21K ﹤0.01%
1,200
752
$21K ﹤0.01%
1,100
753
$20K ﹤0.01%
640
-84,200
754
$20K ﹤0.01%
240
755
$20K ﹤0.01%
384
756
$20K ﹤0.01%
624
757
$20K ﹤0.01%
1,200
-30,000
758
$20K ﹤0.01%
1,008
759
$20K ﹤0.01%
224
760
$19K ﹤0.01%
368
761
$19K ﹤0.01%
208
762
$19K ﹤0.01%
266
-1,664
763
$18K ﹤0.01%
480
764
$18K ﹤0.01%
352
765
$18K ﹤0.01%
240
766
$18K ﹤0.01%
96
767
$17K ﹤0.01%
352
768
$17K ﹤0.01%
448
769
$17K ﹤0.01%
416
770
$17K ﹤0.01%
208
771
$17K ﹤0.01%
240
772
$17K ﹤0.01%
456
773
$17K ﹤0.01%
160
774
$17K ﹤0.01%
784
775
$17K ﹤0.01%
272
29 30
31
32 33