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
376
$5K ﹤0.01%
60
-182
377
$5K ﹤0.01%
+81
378
$5K ﹤0.01%
31
-57
379
$5K ﹤0.01%
127
-122
380
$5K ﹤0.01%
+13
381
$5K ﹤0.01%
163
-593
382
$5K ﹤0.01%
54
-56
383
$5K ﹤0.01%
53
-11,718
384
$5K ﹤0.01%
+84
385
$5K ﹤0.01%
78
-37
386
$5K ﹤0.01%
192
-6,283
387
$5K ﹤0.01%
75
-547
388
$5K ﹤0.01%
35
-13
389
$5K ﹤0.01%
+48
390
$4K ﹤0.01%
257
-6,343
391
$4K ﹤0.01%
+44
392
$4K ﹤0.01%
289
-1,053
393
$4K ﹤0.01%
105
-3,861
394
$4K ﹤0.01%
55
+50
395
$4K ﹤0.01%
+155
396
$4K ﹤0.01%
43
-390
397
$4K ﹤0.01%
66
+54
398
$4K ﹤0.01%
+38
399
$4K ﹤0.01%
180
-3
400
$4K ﹤0.01%
+128
14 15
16
17 18