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RA

Rational Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
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
401
$4K ﹤0.01%
+89
402
$4K ﹤0.01%
60
-223
403
$4K ﹤0.01%
200
-774
404
$4K ﹤0.01%
+67
405
$4K ﹤0.01%
108
-462
406
$4K ﹤0.01%
45
+24
407
$4K ﹤0.01%
98
+28
408
$4K ﹤0.01%
47
-530
409
$4K ﹤0.01%
280
-1,119
410
$4K ﹤0.01%
65
-810
411
$4K ﹤0.01%
120
-95
412
$4K ﹤0.01%
+218
413
$4K ﹤0.01%
+22
414
$4K ﹤0.01%
165
-321
415
$4K ﹤0.01%
130
-8
416
$4K ﹤0.01%
15
-66
417
$4K ﹤0.01%
+13
418
$4K ﹤0.01%
34
-37
419
$4K ﹤0.01%
+18
420
$3K ﹤0.01%
+41
421
$3K ﹤0.01%
+27
422
$3K ﹤0.01%
108
-710
423
$3K ﹤0.01%
22
-65
424
$3K ﹤0.01%
13
-226
425
$3K ﹤0.01%
87
-381
15 16
17
18 19