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RA

Rational Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.05M
3
+$3.27M
4
SPLS
Staples Inc
SPLS
+$2.98M
5
FTR
Frontier Communications Corp.
FTR
+$2.82M

Top Sells

1
+$2.37M
2
+$1.67M
3
+$1.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.45M
5
DRE
Duke Realty Corp.
DRE
+$1.42M

Sector Composition

1 Real Estate 16.11%
2 Consumer Discretionary 12.81%
3 Financials 12.06%
4 Consumer Staples 9.75%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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277
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-7,800
278
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-11,500
279
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-500
280
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-780
281
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-28,800
282
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-4,600
283
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-18,300
284
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-2,565
285
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-83,200
286
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-9,600
287
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-2,492
288
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-5,200
289
– –
-7,400
290
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-23,500
291
– –
-5,000
292
– –
-4,400
293
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-7,000
294
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-2,000
295
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-7,100
296
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-39,000
297
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-11,500
298
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-3,200
299
– –
-2,900
300
– –
-4,405
9 10 11
12
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