RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.51M
3
+$1.51M
4
KSS icon
Kohl's
KSS
+$1.44M
5
GE icon
GE Aerospace
GE
+$1.37M

Top Sells

1
+$3.24M
2
+$2.9M
3
+$2.48M
4
FTR
Frontier Communications Corp.
FTR
+$1.97M
5
IP icon
International Paper
IP
+$1.92M

Sector Composition

1 Financials 13.18%
2 Consumer Discretionary 13.18%
3 Real Estate 12.83%
4 Consumer Staples 11.86%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K 0.01%
+1,300
277
$17K 0.01%
170
+56
278
$16K 0.01%
259
279
$16K 0.01%
+1,000
280
$16K 0.01%
+1,300
281
$15K 0.01%
300
-600
282
$15K 0.01%
+750
283
$15K 0.01%
15
-27
284
$14K 0.01%
170
+56
285
$13K 0.01%
150
+70
286
$12K 0.01%
+148
287
$12K 0.01%
+1,000
288
$12K 0.01%
+148
289
$11K 0.01%
+500
290
$10K 0.01%
400
-852
291
$8K 0.01%
1,000
-2,000
292
$8K 0.01%
+500
293
$4K ﹤0.01%
500
-900
294
$1K ﹤0.01%
+10
295
$1K ﹤0.01%
+10
296
$1K ﹤0.01%
20
297
$1K ﹤0.01%
10
298
$1K ﹤0.01%
+20
299
$1K ﹤0.01%
+10
300
$1K ﹤0.01%
10
10 11
12
13 14