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
451
$3K ﹤0.01%
20
-36
452
$3K ﹤0.01%
+30
453
$3K ﹤0.01%
+18
454
$2K ﹤0.01%
11
-31
455
$2K ﹤0.01%
+19
456
$2K ﹤0.01%
+160
457
$2K ﹤0.01%
21
-281
458
$2K ﹤0.01%
13
-2
459
$2K ﹤0.01%
1
460
$2K ﹤0.01%
+26
461
$2K ﹤0.01%
+54
462
$2K ﹤0.01%
+20
463
$2K ﹤0.01%
+25
464
$2K ﹤0.01%
15
-51
465
$2K ﹤0.01%
16
-200
466
$2K ﹤0.01%
25
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467
$2K ﹤0.01%
+7
468
$2K ﹤0.01%
+16
469
$2K ﹤0.01%
+7
470
$2K ﹤0.01%
22
-706
471
$2K ﹤0.01%
+28
472
$2K ﹤0.01%
+21
473
$2K ﹤0.01%
29
-55
474
$2K ﹤0.01%
+20
475
$2K ﹤0.01%
+29
17 18
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