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
176
$67K 0.03%
690
-2,816
177
$63K 0.03%
1,261
+1,202
178
$62K 0.03%
1,728
+1,343
179
$61K 0.03%
+420
180
$59K 0.03%
+507
181
$59K 0.03%
966
+467
182
$57K 0.02%
+958
183
$57K 0.02%
590
+142
184
$56K 0.02%
1,161
+1,078
185
$56K 0.02%
269
+129
186
$56K 0.02%
600
+541
187
$53K 0.02%
+2,585
188
$53K 0.02%
+260
189
$53K 0.02%
363
+344
190
$52K 0.02%
641
+302
191
$52K 0.02%
+5,057
192
$48K 0.02%
+282
193
$46K 0.02%
+907
194
$46K 0.02%
1,592
+915
195
$44K 0.02%
855
+511
196
$41K 0.02%
263
+205
197
$36K 0.02%
218
+57
198
$36K 0.02%
825
-3,375
199
$36K 0.02%
2,332
+2,309
200
$35K 0.02%
+277
6 7
8
9 10