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
-$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$15.4M
3 +$12.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$7.79M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.76M

Sector Composition

1 Financials 1.86%
2 Consumer Staples 1.11%
3 Consumer Discretionary 1.05%
4 Healthcare 1.05%
5 Technology 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-23,382
252
-4,333
253
-25,223
254
-8,659
255
-92