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
301
$8K ﹤0.01%
11
-2
302
$8K ﹤0.01%
+288
303
$8K ﹤0.01%
97
+40
304
$8K ﹤0.01%
+54
305
$8K ﹤0.01%
88
-342
306
$8K ﹤0.01%
30
-168
307
$8K ﹤0.01%
62
-266
308
$8K ﹤0.01%
+245
309
$8K ﹤0.01%
87
-215
310
$8K ﹤0.01%
262
-284
311
$8K ﹤0.01%
+149
312
$8K ﹤0.01%
81
-282
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$8K ﹤0.01%
73
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314
$8K ﹤0.01%
668
-998
315
$8K ﹤0.01%
525
-284
316
$8K ﹤0.01%
637
-39
317
$7K ﹤0.01%
31
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318
$7K ﹤0.01%
96
-235
319
$7K ﹤0.01%
98
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320
$7K ﹤0.01%
68
-1,582
321
$7K ﹤0.01%
33
-64
322
$7K ﹤0.01%
+75
323
$7K ﹤0.01%
101
-475
324
$7K ﹤0.01%
73
-1,759
325
$7K ﹤0.01%
101
+27
11 12
13
14 15