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
276
$11K ﹤0.01%
77
-263
277
$11K ﹤0.01%
+69
278
$11K ﹤0.01%
208
-546
279
$11K ﹤0.01%
+24
280
$11K ﹤0.01%
75
-4,935
281
$11K ﹤0.01%
400
+296
282
$11K ﹤0.01%
239
-194
283
$10K ﹤0.01%
254
-164
284
$10K ﹤0.01%
128
-567
285
$10K ﹤0.01%
401
-941
286
$10K ﹤0.01%
359
+180
287
$10K ﹤0.01%
+805
288
$10K ﹤0.01%
518
-648
289
$9K ﹤0.01%
+356
290
$9K ﹤0.01%
579
-238
291
$9K ﹤0.01%
445
-3,283
292
$9K ﹤0.01%
98
-1,165
293
$9K ﹤0.01%
139
-168
294
$9K ﹤0.01%
25
-509
295
$9K ﹤0.01%
54
-186
296
$9K ﹤0.01%
+31
297
$9K ﹤0.01%
416
-582
298
$8K ﹤0.01%
67
-1,201
299
$8K ﹤0.01%
105
-289
300
$8K ﹤0.01%
+184
10 11
12
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