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
426
$3K ﹤0.01%
27
-36
427
$3K ﹤0.01%
161
-1,467
428
$3K ﹤0.01%
352
-460
429
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357
+106
430
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172
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431
$3K ﹤0.01%
+34
432
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35
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+67
434
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435
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7
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436
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8
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441
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445
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70
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446
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447
$3K ﹤0.01%
23
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448
$3K ﹤0.01%
15
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449
$3K ﹤0.01%
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450
$3K ﹤0.01%
30
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16 17
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