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
$982M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$8.91M
3
+$5.23M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$4.83M
5
NEE.PRR
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
+$3.45M

Top Sells

1
+$102M
2
+$30.6M
3
+$12.3M
4
AMLP icon
Alerian MLP ETF
AMLP
+$9.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.16M

Sector Composition

1 Consumer Discretionary 2.16%
2 Technology 2.05%
3 Communication Services 1.48%
4 Financials 1.19%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
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