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RA

Rational Advisors Portfolio holdings

AUM $980M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
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
+$167M
2
+$108M
3
+$75M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$55.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$36.5M

Top Sells

1
+$155M
2
+$98.1M
3
+$67.4M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$65.1M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$43.4M

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
201
$10K ﹤0.01%
+288
202
$10K ﹤0.01%
+55
203
$10K ﹤0.01%
+2,058
204
$10K ﹤0.01%
+880
205
$10K ﹤0.01%
+338
206
$10K ﹤0.01%
+444
207
$9K ﹤0.01%
+80
208
$9K ﹤0.01%
+254
209
$9K ﹤0.01%
+104
210
$9K ﹤0.01%
+88
211
$9K ﹤0.01%
+112
212
$9K ﹤0.01%
+110
213
$9K ﹤0.01%
+252
214
$9K ﹤0.01%
+148
215
$9K ﹤0.01%
+116
216
$9K ﹤0.01%
+90
217
$9K ﹤0.01%
+28
218
$8K ﹤0.01%
+50
219
$8K ﹤0.01%
+98
220
$8K ﹤0.01%
+728
221
$8K ﹤0.01%
+108
222
$8K ﹤0.01%
+100
223
$8K ﹤0.01%
+174
224
$8K ﹤0.01%
+28
225
$8K ﹤0.01%
+84
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9
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