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
351
$6K ﹤0.01%
+338
352
$6K ﹤0.01%
92
-75
353
$6K ﹤0.01%
+170
354
$6K ﹤0.01%
9
-145
355
$6K ﹤0.01%
30
-10
356
$6K ﹤0.01%
60
-356
357
$6K ﹤0.01%
+392
358
$6K ﹤0.01%
+270
359
$6K ﹤0.01%
+33
360
$6K ﹤0.01%
52
-223
361
$6K ﹤0.01%
24
-72
362
$5K ﹤0.01%
65
-1,008
363
$5K ﹤0.01%
34
-527
364
$5K ﹤0.01%
22
365
$5K ﹤0.01%
+32
366
$5K ﹤0.01%
+66
367
$5K ﹤0.01%
+111
368
$5K ﹤0.01%
36
-1,177
369
$5K ﹤0.01%
+37
370
$5K ﹤0.01%
297
-1,651
371
$5K ﹤0.01%
87
-365
372
$5K ﹤0.01%
266
-285
373
$5K ﹤0.01%
51
+3
374
$5K ﹤0.01%
13
-16
375
$5K ﹤0.01%
+35
13 14
15
16 17