RHIG

R.H. Investment Group Portfolio holdings

AUM $109M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$5.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$5.43M
2 +$900K
3 +$230K
4
FDX icon
FedEx
FDX
+$133K
5
TMO icon
Thermo Fisher Scientific
TMO
+$108K

Top Sells

1 +$208K
2 +$53.2K
3 +$11.2K

Sector Composition

1 Financials 27.1%
2 Consumer Staples 19.74%
3 Healthcare 12.96%
4 Technology 9.06%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PFF icon
26
iShares Preferred and Income Securities ETF
PFF
$14.6B
$1.12M 1.03%
36,450
EPD icon
27
Enterprise Products Partners
EPD
$67.2B
$372K 0.34%
12,000
NFG icon
28
National Fuel Gas
NFG
$7.44B
$252K 0.23%
2,980
PEP icon
29
PepsiCo
PEP
$209B
$248K 0.23%
1,880
CLX icon
30
Clorox
CLX
$14.4B
$240K 0.22%
2,000
SO icon
31
Southern Company
SO
$107B
$227K 0.21%
2,467
+67