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
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$6.63M
2 +$6.16M
3 +$5.44M
4
AAPL icon
Apple
AAPL
+$5.37M
5
PM icon
Philip Morris
PM
+$5.35M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.97%
2 Consumer Staples 18.1%
3 Healthcare 14.63%
4 Technology 10.19%
5 Energy 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.15M 1.08%
+36,450
27
$376K 0.35%
+12,000
28
$325K 0.31%
+2,000
29
$286K 0.27%
+1,880
30
$233K 0.22%
+1,350
31
$203K 0.19%
+3,350