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
$1.27B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.05M
3
+$5.32M
4
KBR icon
KBR
KBR
+$2.17M
5
XOM icon
Exxon Mobil
XOM
+$2.13M

Top Sells

1
+$10.2M
2
+$8.55M
3
+$8.48M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.09M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$7.87M

Sector Composition

1 Financials 1.88%
2 Consumer Staples 1.29%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
5
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