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
151
$39K ﹤0.01%
184
+6
152
$38.1K ﹤0.01%
338
+11
153
$38K ﹤0.01%
953
+26
154
$37.6K ﹤0.01%
797
+28
155
$37.5K ﹤0.01%
2,326
+88
156
$36.4K ﹤0.01%
268
+9
157
$35.7K ﹤0.01%
790
+25
158
$34.8K ﹤0.01%
4,171
+138
159
$32.3K ﹤0.01%
1,979
+85
160
$29.4K ﹤0.01%
112
161
$28.7K ﹤0.01%
330
+12
162
$24.9K ﹤0.01%
298
163
$24.7K ﹤0.01%
1,462
+66
164
$24K ﹤0.01%
476
165
$23.9K ﹤0.01%
72
166
$23.6K ﹤0.01%
460
167
$21.2K ﹤0.01%
118
168
$20.6K ﹤0.01%
188
169
$20.6K ﹤0.01%
240
170
$18.7K ﹤0.01%
404
171
$17.7K ﹤0.01%
200
172
$17.1K ﹤0.01%
44
-4,400
173
$17.1K ﹤0.01%
44
174
$16.8K ﹤0.01%
50
175
$15.9K ﹤0.01%
60