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
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
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+28
214
$9K ﹤0.01%
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215
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216
$9K ﹤0.01%
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217
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+90
218
$8K ﹤0.01%
+50
219
$8K ﹤0.01%
+98
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$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