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
GLD icon
126
SPDR Gold Trust
GLD
$179B
$9.12K 0.01%
+23
JCPB icon
127
JPMorgan Core Plus Bond ETF
JCPB
$10.3B
$8.9K 0.01%
+188
DUK icon
128
Duke Energy
DUK
$99.9B
$8.44K 0.01%
+72
TSLA icon
129
Tesla
TSLA
$1.54T
$8.1K 0.01%
+18
WELL icon
130
Welltower
WELL
$146B
$7.8K 0.01%
+42
CARR icon
131
Carrier Global
CARR
$53.1B
$7.71K 0.01%
+146
PAAA icon
132
PGIM AAA CLO ETF
PAAA
$7.74B
$7.64K 0.01%
+149
ORLY icon
133
O'Reilly Automotive
ORLY
$79.4B
$7.48K 0.01%
+82
BSCT icon
134
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.8B
$7.05K 0.01%
+374
DFAE icon
135
Dimensional Emerging Core Equity Market ETF
DFAE
$8.7B
$6.58K 0.01%
+202
IWF icon
136
iShares Russell 1000 Growth ETF
IWF
$117B
$6.15K ﹤0.01%
+13
CGGR icon
137
Capital Group Growth ETF
CGGR
$19.8B
$6.14K ﹤0.01%
+138
SCHD icon
138
Schwab US Dividend Equity ETF
SCHD
$84.9B
$5.84K ﹤0.01%
+213
VIG icon
139
Vanguard Dividend Appreciation ETF
VIG
$104B
$5.71K ﹤0.01%
+26
VWO icon
140
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$5.64K ﹤0.01%
+105
VEA icon
141
Vanguard FTSE Developed Markets ETF
VEA
$217B
$5.62K ﹤0.01%
+90
UCON icon
142
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
$5.51K ﹤0.01%
+219
BTC
143
Grayscale Bitcoin Mini Trust ETF
BTC
$2.81B
$5.31K ﹤0.01%
+137
VOE icon
144
Vanguard Mid-Cap Value ETF
VOE
$22.1B
$4.97K ﹤0.01%
+28
IBIT icon
145
iShares Bitcoin Trust
IBIT
$48.9B
$4.96K ﹤0.01%
+100
SOLS
146
Solstice Advanced Materials
SOLS
$12.6B
$4.86K ﹤0.01%
+100
DON icon
147
WisdomTree US MidCap Dividend Fund
DON
$3.93B
$4.59K ﹤0.01%
+89
FSSL
148
FS Specialty Lending Fund
FSSL
$4.45K ﹤0.01%
+315
UUUU icon
149
Energy Fuels
UUUU
$5.48B
$3.82K ﹤0.01%
+263
TSM icon
150
TSMC
TSM
$2T
$3.65K ﹤0.01%
+12