RG

RHL Group Portfolio holdings

AUM $124M
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
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.27%
2 Financials 3.05%
3 Healthcare 2.27%
4 Industrials 1.28%
5 Energy 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOW icon
76
Lowe's Companies
LOW
$137B
$39.8K 0.03%
+165
BRK.B icon
77
Berkshire Hathaway Class B
BRK.B
$1.04T
$39.7K 0.03%
+79
HWM icon
78
Howmet Aerospace
HWM
$101B
$39K 0.03%
+190
AVDV icon
79
Avantis International Small Cap Value ETF
AVDV
$18.4B
$38.6K 0.03%
+411
DFEV icon
80
Dimensional Emerging Markets Value ETF
DFEV
$1.63B
$38.4K 0.03%
+1,139
AVDE icon
81
Avantis International Equity ETF
AVDE
$15.2B
$37.9K 0.03%
+460
V icon
82
Visa
V
$585B
$33.7K 0.03%
+96
VGT icon
83
Vanguard Information Technology ETF
VGT
$112B
$30.9K 0.02%
+41
DT icon
84
Dynatrace
DT
$9.65B
$29.9K 0.02%
+691
DFAI icon
85
Dimensional International Core Equity Market ETF
DFAI
$15.6B
$29.7K 0.02%
+779
EVTR icon
86
Eaton Vance Total Return Bond ETF
EVTR
$4.97B
$29.3K 0.02%
+569
WM icon
87
Waste Management
WM
$92.4B
$29.2K 0.02%
+133
DFCF icon
88
Dimensional Core Fixed Income ETF
DFCF
$9.67B
$29.1K 0.02%
+684
META icon
89
Meta Platforms (Facebook)
META
$1.59T
$27.7K 0.02%
+42
DFNM icon
90
Dimensional National Municipal Bond ETF
DFNM
$2.08B
$22.8K 0.02%
+474
TJX icon
91
TJX Companies
TJX
$179B
$22.4K 0.02%
+146
TUSI icon
92
Touchstone Ultra Short Income ETF
TUSI
$426M
$21.9K 0.02%
+865
GEV icon
93
GE Vernova
GEV
$267B
$21.6K 0.02%
+33
AVRE icon
94
Avantis Real Estate ETF
AVRE
$760M
$21.1K 0.02%
+485
F icon
95
Ford
F
$48.7B
$20.2K 0.02%
+1,536
VOO icon
96
Vanguard S&P 500 ETF
VOO
$854B
$20.1K 0.02%
+32
GE icon
97
GE Aerospace
GE
$322B
$20K 0.02%
+65
SPHY icon
98
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10B
$19.8K 0.02%
+836
GOOGL icon
99
Alphabet (Google) Class A
GOOGL
$3.84T
$19.4K 0.02%
+62
PBUS icon
100
Invesco MSCI USA ETF
PBUS
$10.2B
$19K 0.02%
+278