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
201
$35K 0.02%
+386
202
$33K 0.01%
+206
203
$33K 0.01%
360
+181
204
$33K 0.01%
+289
205
$31K 0.01%
483
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206
$30K 0.01%
1,007
-11,296
207
$30K 0.01%
436
-400
208
$30K 0.01%
521
+303
209
$29K 0.01%
+766
210
$29K 0.01%
661
-449
211
$28K 0.01%
483
-236
212
$28K 0.01%
389
-26
213
$27K 0.01%
91
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214
$27K 0.01%
229
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215
$26K 0.01%
712
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216
$25K 0.01%
185
-4,336
217
$25K 0.01%
134
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218
$25K 0.01%
921
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219
$24K 0.01%
31
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220
$24K 0.01%
320
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221
$24K 0.01%
933
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222
$22K 0.01%
129
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223
$22K 0.01%
+343
224
$22K 0.01%
836
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225
$22K 0.01%
546
+54
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