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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
301
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302
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303
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304
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-12,030
305
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306
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-20,000
307
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-1,500
308
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-2,480
309
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310
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-8,700
311
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-5,200
312
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-9,582
313
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-1,100
314
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-2,000
315
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-7,700
316
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-7,400
317
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-4,266
318
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-13,228
319
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-8,300
320
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-8,800
321
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322
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-2,000
323
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-3,500
324
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-4,573
325
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-9,000
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