RF
RHS Financial Portfolio holdings
AUM
$176M
This Quarter Return
-4.22%
1 Year Return
+12.68%
3 Year Return
+37.96%
5 Year Return
+47.99%
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(-5.7%)
Cap. Flow
+$521K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
44.86%
Holding
91
New
6
Increased
31
Reduced
34
Closed
14
Top Buys
| 1 |
BlackRock Core Bond Trust
BHK
|
$2.83M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$2.7M |
| 3 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$2.36M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.18M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$1.14M |
Top Sells
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Healthcare | 0.45% |
| 3 | Communication Services | 0% |
| 4 | Consumer Discretionary | 0% |
| 5 | Consumer Staples | 0% |
