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
$1.27B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.05M
3
+$5.32M
4
KBR icon
KBR
KBR
+$2.17M
5
XOM icon
Exxon Mobil
XOM
+$2.13M

Top Sells

1
+$10.2M
2
+$8.55M
3
+$8.48M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.09M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$7.87M

Sector Composition

1 Financials 1.88%
2 Consumer Staples 1.29%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$81K 0.01%
2,727
-178
102
$80K 0.01%
3,112
-184
103
$76K 0.01%
4,333
+251
104
$74K 0.01%
4,601
-298
105
$70K 0.01%
453
-68
106
$69K 0.01%
2,882
-1,190
107
$68K 0.01%
2,343
-658
108
$66K 0.01%
3,223
-1,620
109
$65K 0.01%
1,818
-674
110
$63K 0.01%
1,686
-319
111
$57K ﹤0.01%
512
+22
112
$56K ﹤0.01%
6,319
+242
113
$54K ﹤0.01%
463
+21
114
$52K ﹤0.01%
301
+12
115
$52K ﹤0.01%
728
+31
116
$50K ﹤0.01%
1,393
+64
117
$47K ﹤0.01%
1,654
+69
118
$46K ﹤0.01%
2,743
+131
119
$45K ﹤0.01%
311
+14
120
$45K ﹤0.01%
195
+9
121
$45K ﹤0.01%
425
+18
122
$44K ﹤0.01%
356
+20
123
$43K ﹤0.01%
4,633
+232
124
$42K ﹤0.01%
182
+10
125
$42K ﹤0.01%
1,142
+53
3 4
5
6 7