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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
$1.21B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$4.4M
3
+$4M
4
PFE icon
Pfizer
PFE
+$3.98M
5
LXP icon
LXP Industrial Trust
LXP
+$3.94M

Top Sells

1
+$4.74M
2
+$4.41M
3
+$4.4M
4
CMCSA icon
Comcast
CMCSA
+$4.07M
5
FNC
SCBT FINANCIAL CORPORATION
FNC
+$4.05M

Sector Composition

1 Industrials 16.14%
2 Energy 14.3%
3 Financials 13.87%
4 Technology 9.79%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$5K ﹤0.01%
272
877
$4K ﹤0.01%
128
878
$4K ﹤0.01%
192
879
$4K ﹤0.01%
15
880
$3K ﹤0.01%
+448
881
$3K ﹤0.01%
54
882
$2K ﹤0.01%
112
883
$2K ﹤0.01%
+46
884
$1K ﹤0.01%
40
885
– –
-64,300
886
– –
-124,000
887
– –
-35,100
888
– –
-20,000
889
– –
-30,400
890
– –
-11,772
891
– –
-69,500
892
– –
-11,200
893
– –
-105,800
894
– –
-56,200
895
– –
-100
896
– –
-11,000
897
– –
-1,640
898
– –
-41,024
899
– –
0
900
– –
-2,003
34 35
36
37 38