RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
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
326
$7K ﹤0.01%
78
+58
327
$7K ﹤0.01%
610
-2,104
328
$7K ﹤0.01%
+24
329
$7K ﹤0.01%
34
-130
330
$7K ﹤0.01%
+303
331
$7K ﹤0.01%
+22
332
$7K ﹤0.01%
230
+180
333
$7K ﹤0.01%
96
-235
334
$7K ﹤0.01%
98
+82
335
$6K ﹤0.01%
+19
336
$6K ﹤0.01%
25
-2,668
337
$6K ﹤0.01%
216
-36
338
$6K ﹤0.01%
+338
339
$6K ﹤0.01%
92
-75
340
$6K ﹤0.01%
+170
341
$6K ﹤0.01%
9
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342
$6K ﹤0.01%
30
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343
$6K ﹤0.01%
60
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344
$6K ﹤0.01%
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345
$6K ﹤0.01%
+270
346
$6K ﹤0.01%
+33
347
$6K ﹤0.01%
52
-223
348
$6K ﹤0.01%
24
-72
349
$6K ﹤0.01%
195
-3,885
350
$6K ﹤0.01%
48
+24
12 13
14
15 16