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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
376
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-3,800
377
– –
-600
378
– –
-8,700
379
– –
-4,000
380
– –
-18,100
381
– –
-16,000
382
– –
-7
383
– –
-61,447
384
– –
-330,800
385
– –
-2,000
386
– –
-44,000
387
– –
-5,400
388
– –
-6,400
389
– –
-2,100
390
– –
-800
391
– –
-2,700
12 13 14 15
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