RG

RHL Group Portfolio holdings

AUM $117M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$7.77M
3 +$7.1M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.35M
5
OXY icon
Occidental Petroleum
OXY
+$3.63M

Top Sells

1 +$34.4M
2 +$7.07M
3 +$7.01M
4
NVDA icon
NVIDIA
NVDA
+$2.44M
5
SHOP icon
Shopify
SHOP
+$1.96M

Sector Composition

1 Energy 8.69%
2 Technology 6.48%
3 Healthcare 3.47%
4 Utilities 2.45%
5 Industrials 1.73%