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
326
$7K ﹤0.01%
+1,349
327
$7K ﹤0.01%
617
-167
328
$7K ﹤0.01%
78
+58
329
$7K ﹤0.01%
610
-2,104
330
$7K ﹤0.01%
+24
331
$7K ﹤0.01%
34
-130
332
$7K ﹤0.01%
+303
333
$7K ﹤0.01%
+22
334
$7K ﹤0.01%
230
+180
335
$6K ﹤0.01%
+19
336
$6K ﹤0.01%
195
-3,885
337
$6K ﹤0.01%
48
+24
338
$6K ﹤0.01%
31
-115
339
$6K ﹤0.01%
+75
340
$6K ﹤0.01%
+72
341
$6K ﹤0.01%
+170
342
$6K ﹤0.01%
33
+21
343
$6K ﹤0.01%
59
+40
344
$6K ﹤0.01%
23
+4
345
$6K ﹤0.01%
142
-251
346
$6K ﹤0.01%
115
-516
347
$6K ﹤0.01%
183
-142
348
$6K ﹤0.01%
199
-266
349
$6K ﹤0.01%
25
-2,668
350
$6K ﹤0.01%
216
-36
12 13
14
15 16