RA

Rational Advisors Portfolio holdings

AUM $976M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
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
+$13.9M
2
+$3.18M
3
+$3.18M
4
BND icon
Vanguard Total Bond Market
BND
+$3.18M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$2.88M

Top Sells

1
+$10.3M
2
+$2.75M
3
+$2.1M
4
AAPL icon
Apple
AAPL
+$1.53M
5
WMT icon
Walmart Inc
WMT
+$1.51M

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
376
$5K ﹤0.01%
60
-182
377
$5K ﹤0.01%
+81
378
$5K ﹤0.01%
31
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379
$5K ﹤0.01%
127
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380
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+13
381
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163
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382
$5K ﹤0.01%
54
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383
$5K ﹤0.01%
53
-11,718
384
$5K ﹤0.01%
+84
385
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78
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386
$5K ﹤0.01%
192
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387
$5K ﹤0.01%
75
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$5K ﹤0.01%
35
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$5K ﹤0.01%
+48
390
$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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60
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$4K ﹤0.01%
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$4K ﹤0.01%
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400
$4K ﹤0.01%
108
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14 15
16
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