RHIG
R.H. Investment Group Portfolio holdings
AUM
$109M
1 Year Est. Return
–
AUM
$104M
AUM Growth
-$2.13M
(-2%)
Holding
32
Top Buys
| 1 | +$629K | |
| 2 | +$221K | |
| 3 | +$214K | |
| 4 |
Diageo
DEO
|
+$206K |
| 5 |
UnitedHealth
UNH
|
+$123K |
Top Sells
| 1 | +$4.87M | |
| 2 | +$365K | |
| 3 | +$233K | |
| 4 |
Walmart
WMT
|
+$110K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$85.1K |
Sector Composition
| 1 | Financials | 22.36% |
| 2 | Consumer Staples | 19.68% |
| 3 | Healthcare | 16.48% |
| 4 | Technology | 9.7% |
| 5 | Energy | 9.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Enterprise Products Partners
EPD
$67.2B
| $410K | 0.39% |
12,000
|
|
||
27
Clorox
CLX
$14.4B
| $295K | 0.28% |
2,000
|
|
||
28
PepsiCo
PEP
$209B
| $282K | 0.27% |
1,880
|
|
||
29
National Fuel Gas
NFG
$7.44B
| $236K | 0.23% |
2,980
-370
|
|
||
30
Southern Company
SO
$107B
| $221K | 0.21% |
+2,400
|
|
||
31
Blackstone
BX
$126B
| – | – |
-1,350
|
|
||
32
Travelers Companies
TRV
$59.9B
| – | – |
-20,211
|
|