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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
$161M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.51M
3
+$1.45M
4
GE icon
GE Aerospace
GE
+$1.45M
5
INTC icon
Intel
INTC
+$1.44M

Top Sells

1
+$3.24M
2
+$2.9M
3
+$2.61M
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
351
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-4,100
352
– –
-19,200
353
– –
-6,750
354
– –
-1,500
355
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-8,412
356
– –
-47,800
357
$0 ﹤0.01%
+10
358
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-115
359
– –
-10,758
360
– –
-9,300
361
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-5,400
362
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-4,400
363
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-43,400
364
– –
-5,500
365
– –
-6,200
366
– –
-4,700
367
– –
-400
368
– –
-19,000
369
– –
-6,200
370
– –
-2,500
371
– –
-752
372
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-9,900
373
– –
-2,500
374
– –
-2,900
375
– –
-3,200
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