RA

Rational Advisors Portfolio holdings

AUM $976M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$9.78M
3
+$5.78M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.72M
5
RBCP
RBC Bearings Incorporated 5.00% Series A Mandatory Convertible Preferred Stock
RBCP
+$3.46M

Top Sells

1
+$14.3M
2
+$13.1M
3
+$12.5M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$9.76M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.45M

Sector Composition

1 Financials 1.81%
2 Consumer Discretionary 1.61%
3 Technology 1.46%
4 Communication Services 1.03%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
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