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
426
$3K ﹤0.01%
108
-710
427
$3K ﹤0.01%
22
-65
428
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13
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87
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27
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431
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161
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432
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357
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434
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172
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+34
436
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35
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8
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446
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$3K ﹤0.01%
23
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15
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$3K ﹤0.01%
13
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450
$3K ﹤0.01%
30
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16 17
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