RA

Rational Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$848M
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$35.8M
3
+$35.8M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$25.6M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$25.3M

Top Sells

1
+$5.1M
2
+$3.87M
3
+$3.8M
4
MA icon
Mastercard
MA
+$2.98M
5
BKNG icon
Booking.com
BKNG
+$2.8M

Sector Composition

1 Consumer Discretionary 5.1%
2 Financials 3.94%
3 Technology 3.31%
4 Communication Services 2.4%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
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