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
451
$3K ﹤0.01%
20
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11
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+160
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1
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+19
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112
-8
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16
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25
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472
$2K ﹤0.01%
+7
473
$2K ﹤0.01%
+16
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+7
475
$2K ﹤0.01%
22
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17 18
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