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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
$394M
AUM Growth
-$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.1M
3
+$3.04M
4
FITB
Fifth Third Bancorp
FITB
+$2.87M
5
HAL icon
Halliburton
HAL
+$2.15M

Top Sells

1
+$3.56M
2
+$3.22M
3
+$3.2M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$3.03M
5
UNM icon
Unum
UNM
+$2.88M

Sector Composition

1 Industrials 16.97%
2 Financials 16.09%
3 Healthcare 12.43%
4 Energy 11.56%
5 Technology 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
102
-68
477
$1K ﹤0.01%
18
-12
478
$1K ﹤0.01%
30
-20
479
$1K ﹤0.01%
18
-12
480
$1K ﹤0.01%
27
-16
481
$1K ﹤0.01%
24
-3,012
482
– –
-140
483
– –
-80
484
$0 ﹤0.01%
12
-7
485
– –
-32,400
486
– –
-9,900
487
– –
-4,750
488
– –
-230
489
– –
0
490
– –
-28,600
491
– –
-20,000
492
– –
-20,000
493
– –
-81,000
494
– –
-53,400
495
– –
-10,700
496
$0 ﹤0.01%
24
-16
497
– –
-280
498
– –
-7,000
499
– –
-1,200
500
– –
-400
18 19
20
21 22