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
151
$33K ﹤0.01%
158
+9
152
$33K ﹤0.01%
327
+18
153
$32K ﹤0.01%
765
+46
154
$32K ﹤0.01%
769
+52
155
$31K ﹤0.01%
4,033
+303
156
$30K ﹤0.01%
2,238
+137
157
$30K ﹤0.01%
318
+22
158
$30K ﹤0.01%
1,894
+115
159
$29K ﹤0.01%
240
+14
160
$27K ﹤0.01%
1,396
+98
161
$25K ﹤0.01%
112
+1
162
$25K ﹤0.01%
96
-2,322
163
$23K ﹤0.01%
298
+1
164
$21K ﹤0.01%
970
+90
165
$21K ﹤0.01%
476
166
$20K ﹤0.01%
72
167
$20K ﹤0.01%
460
+1
168
$19K ﹤0.01%
200
169
$19K ﹤0.01%
1,741
+193
170
$18K ﹤0.01%
188
+1
171
$17K ﹤0.01%
260
+38
172
$17K ﹤0.01%
60
+1
173
$17K ﹤0.01%
44
-2,499
174
$16K ﹤0.01%
404
175
$16K ﹤0.01%
112
+1
5 6
7
8 9