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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
501
$2K ﹤0.01%
+25
502
$1K ﹤0.01%
+20
503
$1K ﹤0.01%
+10
504
$1K ﹤0.01%
14
-60
505
$1K ﹤0.01%
+49
506
$1K ﹤0.01%
26
-260
507
$1K ﹤0.01%
+4
508
$1K ﹤0.01%
+14
509
$1K ﹤0.01%
+9
510
$1K ﹤0.01%
+18
511
$1K ﹤0.01%
24
-134
512
$1K ﹤0.01%
+6
513
$1K ﹤0.01%
23
-187
514
$1K ﹤0.01%
47
-50
515
$1K ﹤0.01%
+7
516
$1K ﹤0.01%
+12
517
$1K ﹤0.01%
16
-424
518
$1K ﹤0.01%
+20
519
$1K ﹤0.01%
5
-3
520
$1K ﹤0.01%
+37
521
$1K ﹤0.01%
13
-766
522
$1K ﹤0.01%
5
-82
523
$1K ﹤0.01%
13
-26
524
$1K ﹤0.01%
42
-1,475
525
$1K ﹤0.01%
17
-265
19 20
21
22 23