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
$1.21B
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Sells

1 +$15.7M
2 +$13M
3 +$12.5M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$9.95M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.42M

Sector Composition

1 Financials 1.81%
2 Consumer Discretionary 1.61%
3 Technology 1.46%
4 Communication Services 1.03%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$24.8K ﹤0.01%
476
177
$22.8K ﹤0.01%
1,435
-119
178
$22.8K ﹤0.01%
4,040
-351
179
$20.2K ﹤0.01%
72
180
$20.2K ﹤0.01%
44
181
$19.8K ﹤0.01%
104
182
$16.9K ﹤0.01%
460
183
$14.8K ﹤0.01%
66
184
$14.7K ﹤0.01%
216
185
$14.3K ﹤0.01%
118
186
$14K ﹤0.01%
618
187
$13.2K ﹤0.01%
140
188
$13.1K ﹤0.01%
64
189
$12.2K ﹤0.01%
112
190
$11.5K ﹤0.01%
296
191
$10.9K ﹤0.01%
88
192
$10.9K ﹤0.01%
1,016
193
$10.5K ﹤0.01%
30
194
$10.4K ﹤0.01%
408
195
$10K ﹤0.01%
60
196
$9.77K ﹤0.01%
108
197
$9.69K ﹤0.01%
36
198
$9.33K ﹤0.01%
116
199
$9.32K ﹤0.01%
88
200
$8.56K ﹤0.01%
76