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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
$193M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.67M
3
+$2.32M
4
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$2.3M
5
MSFT icon
Microsoft
MSFT
+$2.11M

Top Sells

1
+$3.63M
2
+$2.15M
3
+$2.05M
4
TJX icon
TJX Companies
TJX
+$2.04M
5
AGN
Allergan plc
AGN
+$1.99M

Sector Composition

1 Financials 14.62%
2 Technology 12.64%
3 Consumer Discretionary 12.42%
4 Healthcare 9.33%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-3,900
402
– –
-11,028
403
– –
-3,900
404
– –
-17,061
405
– –
-3,400
406
– –
-364
407
– –
-1,400
408
– –
-10
409
– –
-10
410
– –
-3,175
411
– –
-1,900
412
– –
-14,000
413
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-7,500
414
– –
-5,000
415
– –
-2,500
416
– –
-1,750
417
– –
-3,850
418
– –
-1,800
419
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-8
420
– –
-5,200
421
– –
-1,400
422
– –
-17,100
423
– –
-4,600
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