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
176
$15.6K ﹤0.01%
104
177
$14.8K ﹤0.01%
112
178
$13.8K ﹤0.01%
216
179
$13.6K ﹤0.01%
46
180
$13.5K ﹤0.01%
66
181
$12K ﹤0.01%
64
182
$11.9K ﹤0.01%
618
183
$10.4K ﹤0.01%
140
184
$10.2K ﹤0.01%
36
185
$10.1K ﹤0.01%
30
186
$10.1K ﹤0.01%
408
187
$10K ﹤0.01%
116
188
$9.95K ﹤0.01%
902
189
$9.94K ﹤0.01%
88
190
$9.15K ﹤0.01%
296
191
$8.91K ﹤0.01%
26
192
$8.76K ﹤0.01%
458
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$8.62K ﹤0.01%
88
194
$8.56K ﹤0.01%
108
195
$8.4K ﹤0.01%
76
196
$8.35K ﹤0.01%
262
197
$8.27K ﹤0.01%
112
198
$8.22K ﹤0.01%
456
199
$7.99K ﹤0.01%
114
200
$7.93K ﹤0.01%
52