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
801
$13K ﹤0.01%
272
802
$13K ﹤0.01%
160
803
$13K ﹤0.01%
80
804
$13K ﹤0.01%
96
805
$13K ﹤0.01%
176
806
$13K ﹤0.01%
144
807
$13K ﹤0.01%
275
808
$13K ﹤0.01%
352
809
$13K ﹤0.01%
1,100
810
$13K ﹤0.01%
700
811
$12K ﹤0.01%
284
812
$12K ﹤0.01%
1,088
813
$12K ﹤0.01%
272
814
$12K ﹤0.01%
160
815
$12K ﹤0.01%
384
816
$12K ﹤0.01%
320
817
$11K ﹤0.01%
218
818
$11K ﹤0.01%
512
819
$11K ﹤0.01%
169
820
$11K ﹤0.01%
272
821
$11K ﹤0.01%
97
822
$11K ﹤0.01%
240
823
$11K ﹤0.01%
306
824
$11K ﹤0.01%
160
825
$10K ﹤0.01%
384
31 32
33
34 35