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
176
$16K ﹤0.01%
902
177
$15K ﹤0.01%
240
178
$14K ﹤0.01%
50
-6,999
179
$14K ﹤0.01%
104
+1
180
$14K ﹤0.01%
118
+1
181
$13K ﹤0.01%
98
-3,608
182
$13K ﹤0.01%
910
+1
183
$12K ﹤0.01%
64
+1
184
$12K ﹤0.01%
140
+1
185
$12K ﹤0.01%
66
+1
186
$11K ﹤0.01%
296
+1
187
$11K ﹤0.01%
216
+1
188
$11K ﹤0.01%
46
+1
189
$11K ﹤0.01%
456
+1
190
$10K ﹤0.01%
618
+1
191
$10K ﹤0.01%
116
+1
192
$10K ﹤0.01%
92
193
$9K ﹤0.01%
128
+1
194
$9K ﹤0.01%
458
+1
195
$9K ﹤0.01%
262
+1
196
$9K ﹤0.01%
88
+4
197
$9K ﹤0.01%
408
198
$8K ﹤0.01%
26
199
$8K ﹤0.01%
262
+1
200
$8K ﹤0.01%
108
+1
6 7
8
9 10