Number of Shares
22,517.00
Current Holdings Value*
$1.12 Mil
% of Portfolio
3.25%
Total Estimate Gain
$87,276.23
% of Total Estimate Gain
7.96%

Rational Equity Armor Fund's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 22,517.00 shares of Financial Select Sector SPDR(XLF), totaling $1.12 Mil. This investment constitutes 3.25% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2024Q3. And since then Rational Equity Armor Fund has made 3 purchases of XLF, at an average price of $48.67, for a total of 22,517.00 shares. Based on historical transaction data and XLF's current price of $52.55, Rational Equity Armor Fund's estimated gain on his XLF holdings is $87,276.23, reflecting a 7.96% gain to date.

Rational Equity Armor Fund XLF ($52.55) Holding Chart

Rational Equity Armor Fund XLF ($52.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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