RHIG

R.H. Investment Group Portfolio holdings

AUM $119M
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
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
1
$8.11M 7.43%
44,525
-292
2
$7.04M 6.45%
12,526
3
$6.34M 5.81%
64,794
-2,130
4
$5.72M 5.24%
71,381
-140
5
$5.49M 5.03%
11,296
+5
6
$5.43M 4.98%
+20,304
7
$5.42M 4.97%
17,579
+205
8
$4.88M 4.48%
16,069
+2,961
9
$4.46M 4.09%
21,725
+242
10
$4.22M 3.87%
47,003
+960
11
$4.17M 3.83%
23,530
12
$4.14M 3.8%
26,016
+120
13
$4.09M 3.75%
14,637
+120
14
$4.04M 3.7%
26,423
+80
15
$3.92M 3.6%
17,055
+130
16
$3.86M 3.54%
35,791
+390
17
$3.78M 3.47%
9,331
+267
18
$3.77M 3.45%
16,566
+585
19
$3.73M 3.42%
82,524
+1,570
20
$3.6M 3.3%
12,324
+40
21
$2.45M 2.25%
24,326
+690
22
$2.31M 2.11%
4,058
+405
23
$2.23M 2.04%
7,149
+30
24
$2.14M 1.96%
7,390
25
$1.28M 1.17%
7,241
1
2