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
$1.69B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$113M
3 +$80.6M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$56.5M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$37M

Sector Composition

1 Consumer Discretionary 1.78%
2 Financials 1.52%
3 Technology 1.22%
4 Consumer Staples 0.89%
5 Utilities 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-14,000
302
-17,427
303
-20,055
304
-840
305
-51,450
306
-319