RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.16M
3
+$3.16M
4
BND icon
Vanguard Total Bond Market
BND
+$3.16M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$2.87M

Top Sells

1
+$10.2M
2
+$2.75M
3
+$2.1M
4
NVDA icon
NVIDIA
NVDA
+$1.74M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Technology 13.02%
2 Consumer Discretionary 9.45%
3 Financials 6.59%
4 Healthcare 6.19%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K 0.01%
364
+65
252
$14K 0.01%
181
-218
253
$14K 0.01%
479
+127
254
$14K 0.01%
333
+57
255
$14K 0.01%
465
+165
256
$13K 0.01%
+826
257
$13K 0.01%
58
-207
258
$13K 0.01%
287
+49
259
$13K 0.01%
208
-344
260
$13K 0.01%
70
+33
261
$13K 0.01%
+188
262
$12K 0.01%
151
-382
263
$12K 0.01%
938
-716
264
$12K 0.01%
+285
265
$12K 0.01%
226
-1,240
266
$12K 0.01%
+120
267
$12K 0.01%
1,164
-143
268
$12K 0.01%
22
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269
$12K 0.01%
330
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270
$12K 0.01%
310
-368
271
$12K 0.01%
258
-34,074
272
$11K ﹤0.01%
587
+225
273
$11K ﹤0.01%
45
-976
274
$11K ﹤0.01%
92
-33
275
$11K ﹤0.01%
224
-266
9 10
11
12 13